Entity Type *

First Name *

Last Name *

Email *

Phone *

Name of Business *

Years in Business *

State(s) of Operation *

How many bank accounts? *

How many credit cards or lines of credit? *

Monthly Transaction Volume *

How do you accept payments? *

Stripe

Square

PayPal

Other

Do you use a Point of Sale (POS) system or eCommerce? *

Which System?

Do you have employees? *

How many employees?

Use contractors/1099s?

Do you use QuickBooks Online? *

If no, which system do you use?

Will provide read-only access to banks/credit cards? *

Do you have the last 3 months of statements? *

What are your top 3 priorities for engaging us? *

How involved do you want to be? *

I understand turnaround times are based on business days only, excluding evenings, weekends, and holidays.

Yes

By checking this box, I consent to receive transactional messages related to my account, orders, or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary. Message & Data rates may apply.Reply HELP for help or STOP to opt-out.

By checking this box, I consent to receive marketing and promotional messages, including special offers, discounts, new product updates among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.

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