Welcome to the AD Bookkeeping team, please fill out the form below to the best of your ability
Your Name*
Your Email*
Your Phone*
Do you prefer to be contacted by phone, text or email?
Company Name
Company Address
Company Website
Your Job Title
When did your company start?
What does your company do?
How many employees do you have?
Which type of entity is your company (LLC, S-Corp, C-Corp, Sole-Proprietor)?
Do you file federal taxes on a cash basis or accrual?
Who is your CPA and what firm are they with?
What bank is your main business account with?
What payroll software or company do you use?
How many check/debit transactions do you have each month?
Do you enter bills and payments or checks only?
Do you pay 1099 vendors?
How many invoices do you generate each month?
Do you accept credit cards?
Do you collect sales tax?
Do you track inventory in Quickbooks or other software?
How many bank accounts do you have?
How many credit cards do you have?
Have you worked with a bookkeeping service before? YesNo
What services are you looking for us to provide? Transaction EntryClient BillingPayrollFinancial StatementsBusiness ConsultingContract ManagementCash Flow ReportingBusiness Start-Up AssistanceBill PayMonthly Account ReconciliationBudgeting/ForecastingOther
Are you happy with your current accounting solution?
Additional Comments
Optional Document Attachment
