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Bookkeeping and advisory needs

Provide insight into your current accounting setup, bookkeeping practices, and financial management processes
to help us evaluate operational efficiency and advisory opportunities.

Your Progress

Section 1 of 10

Section 1: Business Overview

Help us understand your business structure, size, operational footprint, and overall financial environment.

Legal name of business
Industry
Entity type
Annual revenue (last 12 months)
Number of years in operation
Number of bank accounts
Expected revenue next 12 months
Number of credit cards
Do you operate in multiple states?
If yes, which states?
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Section 2: Current Financial Setup

Tell us about your current bookkeeping systems, accounting workflows, and financial management processes.

What accounting software are you currently using?
Who currently handles your bookkeeping?
How up-to-date are your books?
Are your accounts reconciled regularly?
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Section 3: Transaction Volume & Complexity

This section helps us evaluate the complexity, volume, and operational demands of your financial activity.

Average monthly transactions:
Which of the following apply to your bussiness?

Select all that apply.

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Section 4: Entity & Structure Review

Review your current business structure

Have you evaluated your entity structure in the last 2 years?
Do you run payroll for yourself?
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Section 5: Deductions & Strategy Awareness

Identify which tax strategies you are currently utilizing

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Section 6: Real Estate & Investments

Provide details about your real estate holdings and investment activities.

Are you a real estate professional?
Any plans to buy/sell property?
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Section 7: Future Plans (BIG VALUE DRIVER)

Identify upcoming events that may impact your tax strategy

Any liquidity events expected?
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Section 8: Risk & Compliance

Assess potential compliance issues and risks

Any prior IRS/state notices?
Any multi-state filings?
Any international income/assets?
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Section 9: Pain & Opportunity

Help us understand your goals and concerns

What is your biggest frustration with taxes?
Do you feel you are overpaying in taxes?
What would a successful tax strategy look like for you?
Are you open to implementing strategies throughout the year?
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Section 10: Positioning the Sale

Define yourservice preferences and engagement model.

Are you looking for:
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