Help Us Understand Your Needs
Please select everything that applies
1
CFO & Controller Services
2
Bookkeeping & Accounting
3
System Implementation & Conversion
4
Money Transmission Licenses
5
Tax Services
6
Other
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What tasks do you need help with?
1
Investor Reporting Board/Investor Deck
2
Fundraising Support
3
Due Diligence & Transaction Support
4
Audit Preparation & Representation
5
Systems Setup
6
Inventory Management
7
Budget & Forecast
8
Other
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Do you need help with any of the following tasks?
1
Accounts Payable
2
Accounts Receivable
3
Payroll Management
4
Month End Close
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Please tell us the systems that you want to implement or convert to
1
QBO
2
Xero or NetSuite
3
Bill.com and/Or Expensify
4
Crypto subledger
5
Payroll solutions
6
Data management tools
7
Other
Next
Please select the option tha best describes you
1
Sole Proprietorship
2
Partnership
3
Corporation
4
S Corporation
5
Limited Liability Company (LLC)
6
Don't know
7
I need help Setting up my company
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Who is currently handling your tax fillings
1
I work with a CPA
2
I use turbotax
3
This is the first time my company is filling
4
A friend or relative has been helping
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How many bank & credit card reconciliation do you do ?
1
1 to 3
2
4 to 6
3
7 or more
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1
Complete form
2
Get unique quote
3
Save money!
Describe what you are looking for
Please specify an answer
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What is you average monthly revenue?
1
$1 to $50,000
2
$50,001 to $500,000
3
500,000+
4
Pre-Revenue
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Who is currently managing accounting & finance?
1
Founder or CEO
2
Outsourced Help
3
Staff accountant
4
Bookkeeper
5
Nobody is fully in charge
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Last few details required.
First name
First name
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Option 2
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Last name
Last name
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Please provide your companyn ame.
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Company name
Company name
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Option 2
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Could you share with us your email to send you the quote?
Your email address
Your email address
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Option 2
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