Talliers Questionnaire Page

First Name *

Last Name *

Email *

Mobile *

What's the name of your business and where are you located? *

Are you a sole proprietor, corporation or other? (if other, please state) *

What's the first day of your fiscal year? *

How many bank or credit card accounts does your business have *

3 or less 5 or less More than 6

If your business is responsible for remitting sales tax, please let us know which sales tax, what percentage and how often you are required to remit. *

How many staff do you have? *

Is your payroll done in-house or do you outsource it to a payroll company to process? *

Do you already have a bookkeeper and accountant? Are you looking for a change on one or the other...or both and why? *

What accounting software (and apps) does your business use? *

Approx. how many invoices do you send out monthly? (Accounts Receivable) AND approx. how many invoices do you pay monthly? (Accounts Payable) *

What's the last month your books were reconciled AND what was the last year your business filed its income tax? *

What was the total revenue AND the total expenses for your business over the last 12 months? *

What do you want to see happen for your business within the next 12 months? *

What made you take action right now? *

Why is right now a good time for you to start working towards having more time, money AND Freedom? *

How committed are you to working with us to achieve your goals? (10 being most committed)? *

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