Tell Us About Your Business
Tell us about your business finances
What's your first name and last name?
What is the name of your business?
What type of business is this?
What are the key offerings of your business?
How long have you been in business?
What are your annual sales?
What are your current accounting/finance problems?
Do you use a payroll company?
What is the best email address to contact you?
What's your phone number?
Monthly business expenses?
$30k - $50k
$50k - $100k
$100k - $150k
No W2 Employees/Contractors
Note: Client to manage and provide month-end or quarter-end inventory value for B2B to adjust P&L Statements.
I understand that if needs are more complicated than these additional service fees will apply.
As part of the transition to B2B, we charge a one-time setup/integration fee for all new clients (typically $200). This fee assumes your books are in good order and are caught up within 2 weeks of when we start our services. Please indicate below if you require catch up and clean up beyond 2 weeks prior to the start of services with us.
Yes, I require catch up and clean up beyond 2 weeks
No, I will not need more than 2 weeks to catch up and clean up