Before your consultation

Full Name

Business Name

Email

Service Request:

Bookkeeping

Consulting

Business Entity:

Sole Proprietor

Partnership

LLC

C Corp

S Corp

How long have you been in business?

How do you currently do your bookkeeping and payroll?

Are your books up-to-date? Are you current on your taxes? If no, what is the last year you filed?

What accounting software do you currently use? What industry-specific software do you currently use?

What is your budget for bookkeeping? What specific services you wish for me to provide?

What would you consider your biggest headaches when it comes to your business finances?

Thanks for your feedback!

Nothing to book right now. Check back soon.

McCormick

South Carolina

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