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01. How Can We Contact You?
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02. What Do You Do?
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03. How Can We Help You?
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04. One Last Step!
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1. What type of service are you looking for?
2. Entity status: Is your company:
3. Type of financial mission
If the request relates to financial statements, do you have a specific obligation (bank, investors, government) that specifies the type of engagement required (notice to reader, review engagement, audit)?
4. Size / complexity - What is approximately your company's annual revenue?
5. Urgency / deadline - Do you have a specific deadline (tax deadline, bank requirement, etc.)?
What is your company's approximate annual revenue?
6. Existing or new customer?
7. Filter question — outside area of expertise (Are you looking for bookkeeping services only (without financial statements or tax services)?)
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