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Business Name

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Business TypeSelect oneSole proprietorshipSingle-member LLCMulti-member LLC / PartnershipS corporationC corporationNonprofitNot formed yetOther

Current Business StageSelect onePlanning / not started yetStartup (less than 1 year)Established (1–3 years)Established (3+ years)Growing / expandingBehind on books or filings

Service Interested In *Select oneBookkeepingBookkeeping CleanupTax PreparationBusiness ComplianceBusiness FormationFinancial AdvisoryVirtual CFO ServicesBusiness PlanningBusiness OperationsNot Sure — I Need Guidance

Monthly Revenue RangeSelect onePre-revenueUnder $10,000$10,000 – $25,000$25,000 – $50,000$50,000 – $100,000$100,000 – $250,000Over $250,000Prefer not to say

Accounting SoftwareSelect oneQuickBooks OnlineXeroSageFreshBooksZoho BooksOdooSpreadsheets / manualNone yetOther

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