Cornerstone CPA Solutions - WEBSITE INQUIRY

Name

Are you contacting us for business, individual, or both services? Are you contacting us for business, individual, or both services? Business Individual Both Business and Individual

Company Name

Email Address

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Preferred Contact Method Preferred Contact Method E-Mail Phone

Address

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What are you inquiring about? What are you inquiring about? Bookkeeping Accounting (analysis, financial statements, etc.) Taxes (Preparation and Compliance) Controllership (most encompassing of services) Consulting/Advisory Virtual Services Other

How did you find us?

Does your business... Does your business... Provide services Sell/distribute products or goods Operate as a non-profit Provide both products and services

How long has your business been operating? How long has your business been operating? Still starting up... Less than 6 months 6-12 months 1-2 years 2-5 years More than 5 years

Describe your current accounting practices: Describe your current accounting practices: We do not currently have accounting in place Quickbooks Online Quickbooks Desktop NetSuite Other

Including all bank, credit card, and e-commerce activity, how many financial transactions do you think your company averages on a monthly basis? Including all bank, credit card, and e-commerce activity, how many financial transactions do you think your company averages on a monthly basis? Less than 50 51-100 101-300 301-500 501-1,000 1,001-2,000 2,001-3,000 3,000+

Are your books current/up-to-date? Are your books current/up-to-date? Yes, accounting is current No, we are up to 3 months behind No, we are up to 6 months behind No, we are up to 12 months behind No, we are more than a year behind

Is it necessary to track income, expenses, or other information by department, job, project, or any other type of classification? Is it necessary to track income, expenses, or other information by department, job, project, or any other type of classification? Yes No Uncertain

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