Name:

Company Name:

E-mail:

Phone Number:

1. Describe your business (Services or Products, Retail, Wholesale, etc.):

2. What are 1 or 2 reasons that you are looking for Accounting Services?

3. Briefly describe your current bookkeeping method:

4. Do you need help with daily transactions (such as payables,
receivables) or just month-end reports?

5. Do you prefer on-site or off-site services?

6. If you are looking for Controller or CFO services please describe
the accounting goals you hope to achieve: