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What type of services does your business require?
What type of services does your business require?
Payroll Services
What type of services does your business require?
Quickbooks Bookkeeping
What type of services does your business require?
Accounts Receivable/Tracking
What type of services does your business require?
Accounts Payable
Type of Organization?
Type of Organization?
A
Sole Proprietor / DBA
Type of Organization?
B
LLC / Partnership
Type of Organization?
C
S-Corp / C-Corp
Type of Organization?
D
Other
Number of Bank and Credit Card Accounts?
Number of Bank and Credit Card Accounts?
A
1
Number of Bank and Credit Card Accounts?
B
2
Number of Bank and Credit Card Accounts?
C
3+
Total monthly transactions (including checks, deposits, credit/debit cards)?
Total monthly transactions (including checks, deposits, credit/debit cards)?
A
1 to 50
Total monthly transactions (including checks, deposits, credit/debit cards)?
B
51 to 100
Total monthly transactions (including checks, deposits, credit/debit cards)?
C
101 to 200
Total monthly transactions (including checks, deposits, credit/debit cards)?
D
200+
Frequency of service?
Frequency of service?
A
Real Time / Daily
Frequency of service?
B
Weekly
Frequency of service?
C
Monthly
Frequency of service?
D
Quarterly
When are you looking to get started?
When are you looking to get started?
A
Immediately
When are you looking to get started?
B
Within 30 days
When are you looking to get started?
C
Within 60 days
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