Progressing...

STEP 1: Business Information

Fill Out The Form Below

Contact Info:

Full Name *

Personal Phone *

Personal Email *

How do you pay your workers?

How do you currently send invoices to your clients?

Do you want subcontractor/contractor payments tracked individually per sub?

Do you want Accounts Receivable and Payable tracked in QuickBooks?

Are there any shareholder loans between you and the business?

Does the business have any loans or other liabilities?

What fixed assets or equipment does the business currently own?

Business & Legal Information

(Typed Fields)

Business/Legal Name *

Business Structure *

Example: LLC, S-Corp, Sole-Prop/Other)

EIN *

State Registered To Do Business In *

Trade Type *

Roofing / Electrical / Plumbing / HVAC / Concrete / Fencing / General Contractor / Other)

Years in Business *

Best Point Off Contact *

Enter Here

Business Email *

Business email for monthly KPI report delivery

Prior Bookkeeping Setup

Do you currently use QuickBooks Online? *

Yes/No

If yes: are you inviting us as an accountant user, or should we set up a new file? *

(Yes, invite / Set up new)

Do you currently have a bookkeeper or CPA? *

(Yes / No)

If yes: their name and contact info *

(for handoff)

Do you currently track job costs in any way, even informally? *

(Yes / No)

Operations Snapshot

How many active jobs are you running right now? *

(number)

How do you track labor hours? *