Awesome Accounting

Welcome to our awesome accounting! You are just three steps from being ready to take on the world by freeing up more of your valuable time.

Step 1: Fill out the survey below so that we can learn more about you and what your needs are.
Step 2: Once we receive your survey we'll determine what services will be included in your accounting plan and finalize monthly pricing.
Step 3: Once pricing is finalized you'll meet with us to set up your software and do some hands-on training.

Please bring the following to your set up appointment:

Monthly statements from each account involved in your business for the last six months.
All of your log-in information to access your accounts online. (This information is used only to set up bookkeeping; we will not retain this information.)
As a sample, some receipts from recent business purchases/expenses.
A laptop, tablet or cell phone that can access the internet. It must be WiFi enabled.
Your EIN and any state issued account numbers such as sales or unemployment tax, etc.
If you are an LLC, Partnership, or Corporation bring your articles of incorporation (or similar).
If applicable, your most recent personal property return, sales and use return, or other state filing.
A list of questions you have for us!

Information on Billing:
Bookkeeping is billed at a fixed monthly rate with a one-time set-up fee. Monthly pricing options are available for bookkeeping only or for all accounting services combined. After reviewing this survey, we'll follow up with you on pricing prior to our software setup meeting.

1 Start 2 Complete

What's your name? *

What is the best email to reach you? *

What is the best phone number to reach you? *

What is your mailing address? *

What is your business name? If you don't have a business name type "NA". *

What line of business do you do? *

What type of business is this? Choose all that apply. *

If your bank does not conform to our software standards are you willing to switch banks? *

Yes

No

What level of service are you looking for with bookkeeping? *

Please do everything for me!

Let's work together on this.

Just set me up and I'll take it from there.

How often do you want to see reports on your business? *

Monthly

Quarterly

Yearly - just for my taxes

What do you want out of bookkeeping? (Select all that apply) *

To not have to do it and have more free time to work my business

To have good records for my tax preparation. Keep my tax people happy!

To better understand where my business makes and spends money.

To see what job types or locations or employees are most profitable.

Track spending in certain areas for business reasons.

Other

What is your other reason for what you want out of bookkeeping?

If you have employees, who handles your payroll services? *

I do my own payroll.

Matt and Patrice already do my payroll.

I don't have employees so there is no need for payroll services.

Other

Who handles your payroll then?

Do you want us to handle personal property returns and other business filings with each state in which you do business?

Yes

No, I'll do it myself.

Huh. What are you talking about?

Are you required to collect sales tax? *

Yes

No

I don't know.

Are there any expense types you are interested in breaking out for your review? Example: Advertising can be broken out into internet vs print vs radio? *

Yes

No

So what would you like to see broken out for you?

Do you own a smartphone or a tablet? *

Yes

No

What type of smartphone or tablet do you have?

List all bank, credit card, and loan accounts you have? Please us the following format for your account information with one account per line. *

Bank/Institution Name -- Account Number -- Type of Account

Do you have online access to the accounts above? *

Yes

No

Some but not all.

If you don't have online access are you willing to set up online access?

Yes

No

If you don't have access to all online accounts which ones can't you access?

Do you use your business credit/debit cards ONLY for business expenses and not for personal expenses? *

Yes

Mostly

No