Let’s work together. Intake Form for New Businesses Please enter your name * First Name Last Name Please enter your business name * Business Website (if any) What type of business do you have? * Select an option Sole Proprietor LLC Corporation Partnership Non-profit I'm not sure How many employees do you have? * Solopreneur (it's just me) 1-5 W-2 employees 6+ W-2 employees How many contractors do you have (1099 workers)? * None 1-5 contractors 6-10 contractors 10+ contractors What is your estimated year-to-date total income? * What is your estimated year-to-date total for expenses? * Have you separated your business and personal finances (bank accounts, credit cards, etc.)? * Please tell us a little about your business and what services you offer? * 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
