Name
Business name
Address
City
State
Zip
Phone
Email address?
Date business started?
January
February
March
April
May
June
July
August
September
October
November
December
1990
1991
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
How many Stores?
1
2
3
4
5
6
7
8
9
10-20
more than 20
What POS system do you use?
What is the (expected) monthly sales revenue per store?
Business Entity Structure:
Sole Proprietor
S Corporation
C Corporation
General Partnership
Limited Partnership
LLC
LLP
LLLP
How many Employees?
1
5
10
15
20
25
30
35
40
over 40
What internal Accounting software are you currently using?
Who does your payroll?
How many Business checking accounts do you use?
1
2
3
4
5
more than 5
How many checks are written from your business account(s) per month ?
1--20
21--30
31--40
41--50
51--60
61--70
71--80
81--90
91--100
101--150
151--200
201--250
251--300
Over 300
Do you accept Credit Cards?
Yes
No
Who does your accounting currently?
Have an accountant
Do it internally
Other
When would you need our services?
Immediately
1-3 weeks
1-3 months
Later this year
Please select services you wish to receive:
Monthly Financial Statements
Online Financial Reports
Yearly Tax Return filing
Bill payment
Our clients focus on their core operations, running a restaurant; they leave the accounting to accountants.
Copyright ©2009 Jeff Garcia CPA. All Rights Reserved.
Copyright ©2009
Jeff Garcia CPA. All Rights Reserved.