SERVICE INQUIRY FORM

Name of Business:
Business Address:
Address 2:
City:
State:	- Select - AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA PR RI SC SD TN TX UT VT VA WA WV WI WY
Zip:
Industry:
Contact Name:
Contact Phone:	Extension:
E-mail Address:
Fax:
Preferred method of communication:	Email  Fax Phone
Type of service required:	Small Business Accounting
	Quality Control Review
	Tax preparation
	Business Start-up
	Audit/Review/Compilation
	Internal Audit Services
	401k Audit
IF ACCOUNTING SERVICES/BOOKKEEPING
Average number of transactions to business checking account(checks/debits/ACH/deposits, etc.) per month:
Do you have a current accounting system:	Yes No
If so, what system:
If no, how do you maintain your accounting records?
Number of employees:
Date of your last balance sheet available, if any
Date of last income statement available, if any
Services required (check all that apply):	Install software at your office
	Monthly financial statements
	Create chart of account
	Maintain general ledger
	Bank reconciliation
	Payroll Services (tax)
	Sales Tax services
	Budgeting
TAX PREPARATION
	Individual
	Partnership
	Corporate
BUSINESS START-UP
	Business Plan
	Incorporation
	Consultation
AUDIT SERVICES
	External Audit
	Internal Control Review
	Review
	Compilation
	401k Audit
NOTE: For audit/review/compilation and internal audit services we will contact you for more information.
Comments: