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Name Add your name * Company Name Add your company name * Email Add a valid email * Contact Number Add a valid contact number * Type of Business Add a type of your business How long has your business been in operation? Select your business in operations --- select --- Still in the planning stages Less than 6 months 6 months-2 years 2-5 Years 5+ Years 10+ Years Describe nature of your business Briefly describe the nature of your business and your needs for bookkeeping/accounting/audit/tax? How many number of in-house employees do you currently hire for your bookkeeping and accounting Less than 5 5 to 10 11 to 20 21 to 50 51 to 100 More than 100 What services are you interested in?* Bookkeeping Accounts Payable Management (Vendor Bills and Payments)
Accounts Receivable Management (Customer Invoices and Collections)
Bank Reconciliations (Checking and Credit Cards)
Inventory Management
Recording and Reconciling Payroll Transactions
Revenue Reconciliation with Bank Deposits
Others (please specify)

Accounting Fixed Assets Management
Preparing Closing Entries
Preparation of Financial Statements
Comparison to Prior Period, Budgets and Industry Information
Variance Analysis and Recommendations
Preparation of Work Papers for CPAs
Others (please specify) Accounting Systems Accounting Software Selection and Implementation
Data Entry and Conversion Services
Integration with Third-party Applications like Payroll, Time Management, Billing etc.
E-Commerce
Local and Remote Application Hosting
Help Desk and Training
Software used: QuickBooks, Peachtree, MYOB, Great Plains, etc.
Others (please specify)

Tax Preparation Working with CPAs
Sales Tax Returns
Individual Tax Returns
Business Tax Returns
1099s for Subcontractors
Annual Reports
Others (please specify)

Part-Time CFO Services Budgets and Forecasting
Cash Flow Management
Key Performance Indicators
Financial Analysis and Modeling
Financing
Special Projects
Working with Professionals (CPA, Banker, Attorney etc.)
Others (please specify) How does your company currently handle your above required services? Have a dedicated staff
Used specialized online/offline software
In-house paper records
Outsource to an external firm
We currently do not keep the records / we’re a startup

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