Please Submit the Discovery Call Form
Full Name
*
Email
*
Phone
*
Name of Business
*
How long have you been in business?
*
What does your business sell or provide?
*
Average annual gross revenue?
*
Which tax form does your business file? Check the top of your last business filing if you aren't sure. The form number is in the upper left corner.
Schedule C, E, or f attached to 1040
1065 (Partnership)
1120-S (S-Corporation)
1120 (C-Corporation)
990 (Nonprofit)
Are you current on all of your tax filings? if not, what is the last year filed?
*
Do you have employees? If so, how many?
*
How many bank accounts do you use for business (including checking, savings, and money market accounts)?
*
How many business credit cards do you use for business?
*
Do you use any of the following for business? (select all that apply please)
*
Paypal
Square
Stripe
Venmo
Other app or processor for taking payments
Payroll service or accountant who runs payroll for you
3rd party point of sale system or cash register system
CRM or invoicing software, like Dubsado or 17hats
Bank loans, SBA loans, or lines of credit
Other
Do you currently use accounting software like Quickbooks, Wave, or Xero? If so, which? Are your books up-to-date? If not, when is the last month completed?
*
Submit
All Rights Reserved 2022. Mejia Bookkeeping
