What would you like help with? *

(check all that apply)

bookkeeping clean up or catch up

bookkeeping (monthly)

cash management

custom reports

Other

payroll

processing clients invoices (accounts receivable)

processing vendor invoices (accounts payable)

tax preparation

tax planning

tax-related services

Approximately, how many transactions do you have per month (incoming and outgoing)?

less than 50

50-100

100-200

200-300

300+

How would you describe your preferred method of communication? *

(check all that apply; there is no wrong answer)

I prefer to send text messages

I prefer phone calls and voicemails

I prefer emailing

I prefer to be left alone as much as possible, and only contacted when necessary

I like to use video as much as possible

As long as I’m updated regularly, I don’t care what method of communication is used

Please Re-enter your name *

First Name

Last Name