Name* Email Address* Phone Number* What type of service are you seeking?* Please SelectIndividual/FamilyBusinessBoth What type of business do you have? —Please choose an option—Sole ProprietorLLCS-CorpC-Corp How many accounts do you have and at what institution(s)? Are your tax returns current? YesNo What was the last year your taxes were filed? Do you have a retirement plan in place? YesNo How do you currently pay bills? Please SelectOnlineHandwritten checksBoth online & handwritten checks How do you like to learn? Please SelectI like take in the big pictureI prefer knowing all the details Have you ever had previous bookkeeping experience? YesNo Briefly describe your top three to five specific financial goals. Examples: Debt payoff (auto, consumer, personal, etc), mortgage payoff, maximize investments, better spend tracking, save for college funds, prepare for specific home renovation, changing spending behavior, maximize charitable giving, etc.
