Swift Intake
What is your email address?
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What is your business structure?
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What is your legal business name, and do you operate under a DBA?
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How many bank and credit card accounts do you have?
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Are your business accounts separate from personal finances?
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Are your business accounts separate from personal finances?
What state(s) do you operate in?
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Roughly how many transactions do you have per month?
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Are your books currently up to date?
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Are your books currently up to date?
How many months of business are your books behind?
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Do you offer benefits such as health insurance, 401(k), or PTO tracking?
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Do you offer benefits such as health insurance, 401(k), or PTO tracking?
What accounting software are you using, if any? (QuickBooks, Wave, Xero, spreadsheets, nothing)
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Are there any upcoming events we should know about? (expansion, sale of business, loan application)
What is your preferred communication method?
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What is your preferred communication method?
