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Okay let’s get started. If you could wave a magic wand and fix your current, primary financial frustration right now, what would it be?
*
Tax Troubles
Payroll Compliance
Clean Up Our Books
Poor Cash Flow and Profits
Accounting Workload Burnout
Once your primary financial frustration is removed, which areas would be nice to have assistance with?*
*
Business Tax Compliance & Strategic Planning
Payroll & Benefits Coordination
Bookkeeping & Financial Reporting
Who currently handles your accounting tasks?
*
Business Owner/Partner
Outsourced Accountant
In-House Accountant
What is the company’s average annual gross revenue?
*
Less than $500,000
Between $500,000 to $1,000,000
Over $1,000,000
What is a comfortable monthly accounting budget for your business?
*
Under $1,000
Between $1,000 - $2,000
Over $2,000
How many employees do you issue W2s to?
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Less than 10
10 to 50
Over 50
How complex is your business’s financial structure?
*
Pretty simple, anyone can do it really
Some complexity, an accounting background is necessary
Highly complex, specialized accounting background is necessary
How soon would you like us to help you?
*
Right now!
Within 30 - 60 Days
Not sure yet
And how long will you require our help?
*
6 months to 1 year
As long as possible
Unsure
Last question, who makes the final decisions for the company’s finances?
*
Myself
Partner
Other
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