Get Started "*" indicates required fields Step 1 of 5 20% CommentsThis field is for validation purposes and should be left unchanged.1. Contact InformationName* First Last Phone*Email* Are you married?* Yes No Spouse’s Name First Last Spouse’s PhoneSpouse’s Email Legal Business Name(s)* 2. Referral and Reason for InquiryHow did you find us? (check all that apply)* Referral Google / Online Search Social Media Gusto Quickbooks Xero Accounting In-Person Sign or Advertisement Times of Acadiana Best Of Other Other: How did you find us?If someone referred you, please provide their name.Please tell us why you are looking for a new CPA or accounting firm and whether you currently work with a CPA or tax preparer.Include any information that would help us understand your needs.What are the three qualities most important to you when working with an accounting firm? Select up to three.* Remote / Virtual Meetings Local / Physical Location Data Security Does Things My Way Expertise Fixed Fee Pricing Model Availability Communication Proactive/Hands on Approach Low Prices 3. Services NeededPlease select all services you are interested in.* Business Income Tax Preparation Individual Income Tax Preparation Proactive Tax Planning and Savings Monthly Bookkeeping Quarterly Review of Client-Managed Accounting Payroll Services Sales Tax Reporting / Services Outside CFO, Budgeting, Projections and Forecasting Business Registration, EIN, and Licenses Business Mergers, Acquisitions and Sales Audits, Reviews and Compilations Cloud-Based Accounting Software Setup Estate and Trust Services Litigation Support and Forensic Accounting Tax Resolution / IRS or State Representation Other Other: What services are you interested in learning more about? 4. Business InformationPlease briefly describe what your business does and the products or services it provides.*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 $1,000,001+ What accounting software do you currently use for your bookkeeping?* Quickbooks Online Quickbooks Desktop Xero Excel I do not currently use accounting software. Other What payroll software do you currently use?* Gusto Quickbooks Online Quickbooks Desktop ADP Paylocity I do not have payroll. Other 5. Budget and FitWhat is your estimated monthly budget for CPA and accounting services?* $0-$100 per month $100-$250 per month $250-$550 per month $550-$1,250 per month $1,250-$2,500 per month $2,500+ per month Is there anything else you would like us to know?
