Page title

First Name

Last Name

Phone

Birthday

Emergency Contact: Name and Phone Number

Company

Website

BUSINESS ADDRESS

Address

Address 2

City

Zip Code

Divider Text

BUSINESS STRUCTURE & SETUP

What type of business do you have? (LLC, S-Corp, C-Corp, Partnership, Sole-Proprietor)

EIN

Start Date for Business

How many more years do you plan on being active in the operations of the business?

EMPLOYEES & CONTRACTORS

Do you have W2 employees?

If yes, how many W2 employees do you have?

Do you have any 1099 Contractors?

If yes, how many 1099 Contractors do you have?

Do you have inventory from products you sell?

ACCOUNTING DETAILS

Monthly Statements: List your current bank accounts, credit card accounts, loans etc. that you get monthly statements for.

Do you collect sales tax?

If you collect sales tax, which jurisdictions?

Expected revenue amount for next 12 months?

Expected expenses amount for next 12 months?

What is your current accounting software?

How often do you prefer to run Profit and Loss reports?

Current CPA? If not, would you like a referral?

ADDITIONAL INFORMATION

Any additional information about you that we should know about? (i.e. planning to sell business, gift to children, develop new services/products, etc.)

List any charitable organizations your support

How did you hear about Sequentia Solutions?

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