Get Started "*" indicates required fields Step 1 of 5 20% FacebookThis field is for validation purposes and should be left unchanged.Introductory InformationName* First Last Phone*Email* Are you married?* Yes No Spouse’s Name First Last Spouse’s PhoneSpouse’s Email Legal Business Name(s)*How did you find us? (check all that apply)* Referral Google Social Media Gusto Quickbooks Xero Accounting Times of Acadiana Best Of Other Other: How did you find us?Why are you looking for a new CPA?*When working with an accounting firm, what are the three qualities that are most important to you? (check at most 3 options)* Remote/Virtual Meetings Local/Physical Location Data Security Accountability Does Things My Way Positivity Expertise Integrity Availability Communication Proactive/Hands on Approach Transparency Low Prices No Surprise Invoices Fixed Fee Pricing Model Personal Tax InformationDo you own rental properties?* Yes No Do you need help with estate/trust planning or tax preparation?* Yes No Are you needing professional representation with federal or state tax notices?* Yes No Do you own a business, or are you planning on starting a business?* Yes No Business ServicesWhat services are you interested in learning more about? (check all that apply)* Proactive Tax Planning and Savings Business Income Tax Preparation Individual Income Tax Preparation Bookkeeping Payroll Services Sales Tax Services Business Mergers, Acquisitions, and Sales General Review, Oversight, and Assistance Outside CFO, Budgeting, Projections & Forecasting Audits, Reviews, and Compilations Cloud-Based Accounting Software Setup (Xero, Quickbooks Online, etc.) New Business or Start-up Estate and Trust Planning and Tax Preparation Litigation Support and Forensic Accounting Employee Benefits, Pensions, and Profit-Sharing Plans IRS Representation Other Other: What services are you interested in learning more about?Tell us more about your business and what accounting services you may need.*What is your annual revenue for your business(s)?* Less than $100,000 $100,001 to $250,000 $250,001 to $500,000 $500,001 to $1,000,000 $1,000,000+ What accounting software do you currently use for your bookkeeping?* Quickbooks Online Quickbooks Desktop Xero Excel I currently do not use accounting software. Other Other: What accounting software do you currently use for your bookkeeping?What payroll software do you currently use for your business?* Gusto Quickbooks Online Quickbooks Desktop ADP Paylocity I do not have payroll. Other Other: What payroll software do you currently use for your business? BudgetWe're eager to tailor our services to best fit your needs. Could you please share your annual budget for engaging a CPA firm? This information will help us better understand your financial goals and ensure that our services align seamlessly with your expectations. Thank you for providing this insight!What is your accounting budget?* $0-$350/month $350-$650/month $650-$1,250/month $1,250-$2,500/month $2,500+/month Thank you for your interest!Thank you for expressing interest in our firm. We value the opportunity to potentially work with you. Unfortunately, our minimum investment for new clients currently stands at $4,000 annually. This minimum ensures that we can allocate the necessary resources to provide proactive advice and maintain a high level of service throughout the year for clients who don't engage us for bookkeeping services. This budget includes dedicated time for quarterly reviews of your accounting, facilitating strategic planning, and contributing to a smoother tax season turnaround. Our proactive approach involves continuous bookkeeping cleanup throughout the year. If this budget aligns with your expectations, we invite you to review and revise your annual budget response in the form and resubmit. However, we understand that budget constraints may arise. In such cases, we appreciate your consideration. If needed, we're more than happy to recommend other reputable CPAs who may better suit your financial parameters, such as Seth Norris CPA and Elizabeth Olinde CPA, who come highly recommended. Thank you again for considering our firm. We are eager at the prospect of working together and providing valuable support for your financial needs. Best regards, Jeromy T Bourque, CPA Certified Public Accountant Accounting Evolved DO NOT FORGET TO HIT SUBMIT!Thank you for your interest in our firm! If you would like to schedule an appointment at your convenience, please see this link: https://outlook.office365.com/book/NewClientConsultation@Jbourquecpa.com/
