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ACCOUNTLE
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BUSINESS INFORMATION
Legal Business Name
Business Entity Type
Sole Proprietor
LLC
S-Corporation
C-Corporation
Non-Profit Organization
Not Sure
State of Operations
Industry or Type of Business
Number of business owners
OWNER AND CONTACT INFORMATION
First Name
Last Name
Title or Role
Phone Number
Email
Preferred Contact Method
Email
Call
Text
ACCOUNTING AND SOFTWARE SETUP
Current Accounting Software
QuickBooks Online
QuickBooks Desktop
Spreadsheets
Other
None
What is Your Accounting Method?
Cash Basis
Accrual Basis
Not Sure
Are Your Books Current or Behind?
Current
Behind
Service Start Date
TRANSACTION VOLUME
Estimated Number of Monthly Transactions
Estimated Number of Monthly Checks Issued
Estimated Number of Monthly Checks Received
Number of Bank Accounts to Reconcile
ADDITIONAL SCOPE
Estimated Annual Gross Revenue
Do You Collect Sales Tax?
Yes
No
Do You Send Invoices to Customers?
Yes
No
Do You Track Inventory?
Yes
No
Do You Need Receipt Collection and Categorization?
Yes
No
Do You Need Transactions Categorized by Customer, Project, or Class?
Yes
No
Do You Operate in Multiple States?
Yes
No
If Yes: Please List the States
Do You Have Any Business Loans or Lines of Credit?
Yes
No
If Yes: How Many?
HOW DID YOU FIND US
How Did You Hear About Us?
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Existing Client
Other
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