Basic Business Information.

Client Name *

Email Address *

Business Name *

Business Address *

Email Add *

Company Website

Start Date of Business

Industry *

Organizational Structure: *

Number of Owners

Which best describes the physical location of your business? *

Current on State/Federal Taxes *

Service/Product-based company *

Do you maintain inventory? *

How did you hear about Compass EAST

What is your reason for contacting Compass EAST?

What pain points in your business are you seeking to eliminate by working with Compass EAST


Number of Employees *

What are the job descriptions / responsibilities of these employees?

Have you paid someone who is not your employee, such as a subscontractor, attorney or accountant $600 or more for services provided during the year? *


Which best describes your current accounting process? *

Which accounting software, if any, are you currently using? *

What is your annual average revenue in dollars? *

What is your monthly budget for accounting services *

Do you have mostly recurring or unique customers

How paperless would you like your business to be?

Accounts Payable

Time to pay your bills.

Number of monthly bills paid? *

What is your current process for paying bills? *

Accounts Receivable

Bringing home the bacon.

Number of invoices sent/sales transactions per month? *

How do you currently receive payments?

Do you invoice clients or use sales receipts (point of slae/cash register)



Required Field   *