Please fill out the form below to the best of your knowledge Name * First Name Last Name Email * Company Name What industry are you in? Ex: Interior Designer, Lawyer, Publicist, Shopify, etc. Business Address Business Type * Pick One LLC S-Corp C-Corp Tell me about your business Industry and core services Yearly Gross Revenue How many years in business? Are you accrual or cash basis? Cash Accrual I don't know what this means How many transactions per month? If you have multiple accounts or cards, please select the total combined amount 1-100 100-500 500-1000 Over 1000 N/A Just Opened Do you use QuickBooks Online? Yes No What softwares do you use? * List all that apply (CRM, POS, Accounting, etc.) What Payroll service do you use? How many employees and contractors do you have? Do you need 3-way IOLTA Trust Accounting? Pick One Yes No Do you carry inventory? Yes No Do you have an accountant? Yes No Provide a list of bank accounts and credit cards your business has: Include Bank/Financial Institution Did you file your 2024 Return? Or when was your last return filed? What are your financial goals? Thank you!