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What’s your biggest business challenge?

Let us know the biggest challenge you’re facing in your business right now, and we’ll come back to you with our suggestions.

What's the biggest challenge in your business right now?*
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Name*
Email Address*
Mobile Phone*
I need professional services for*
- Business
- Individual Tax
- Both
Business name*
Business Website*
Tell us a little bit about your business (what you do, who you serve, why you are in business, etc)*
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code

Decision Maker Name
Your Role
Type of Business
Entity Type*
Current CPA
How did you hear about us?*

Why are you looking for a new CPA?*
I understand that bookkeeping is a service included in every plan in order to make my accounting as easy and as accurate as possible*
- Yes
- No
What do you expect to pay monthly for our partnership?*
- $300 - $500
- $501 - $999
- $1,000 - $2000
- $2,001+
What do you expect to pay for professional tax services?*
- $350 - $500
- $501 - $850
- $850+
Are your tax returns up to date?*
- Yes
- No
Are your accounting records up to date?*
- Yes
- No
We are a virtual firm. How comfortable are you working electronically?*
- I grew up with the internet - very!
- I can get by OK
- I'm hesitant.
- Not comfortable
Are you looking for a long term relationship with a CPA / Accounting firm?*
- Yes
- No
- I'm not sure
What is the top problem or issue you think you need help with?*
On a scale of 1-10, how knowledgeable are you about how your taxes are structured or how your taxes work?
On a scale of 1-10, how knowledgeable are you understanding the financial implications of day-to-day business decisions?
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919-401-0005 |

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