Getting StartedFirst NameLast NameEmailPhoneCompany NamePlease select the services you're interested in: Monthly Bookkeeping QuickBooks Setup QuickBooks Cleanup Invoice Processing (A/R) Bill Payment (A/P) Payroll Processing 1099 Filings Sales Tax Filings Financial Reporting Budgeting & Forecasting Notary Services OtherWhat Is Your Business Structure?- Select -Sole ProprietorshipLLC (single member)LLC (multi member)S-CorporationC-CorporationPartnershipNon ProfitOtherUnsureWhat is the Most Recent Tax Year You Have Filed?Do You Use A CPA (Certified Public Accountant) to File Your Taxes? Yes NoWhat Accounting Software Do You Currently Use?- Select -QuickBooks Online (QBO)QuickBooks DesktopWave AccountingXeroFreshBooksExcel or Google SheetsOtherNoneHow Have You Historically Managed Your Books?- Select -I Do My Books Myself Using Google Sheets or ExcelI Do My Books Myself Using Accounting SoftwareI Currently Use a BookkeeperI Have Used a Bookkeeper In the PastMy CPA Handles Them at Tax TimeI Have Never Tracked My Books on a Monthly BasisOtherHow Many Active Bank & Credit Card Accounts Do You Have?Approximately How Many Monthly Transactions Occur On Your Bank & Credit Card Statements?How Many Active Business Loans and/or Lines Of Credit Do You Have? (please include any auto loans)Do You Want AEL Management to Process Your Payroll? Yes No UnsureWhat Payroll Software Do You Use?How Many W2 Employees Do You Have?Approximately How Many Independent Contractors Do You Pay in a Typical Year?Would You Like AEL Management to Send Invoices to Your Customers on Your Behalf? Yes No UnsureApproximately How Many Invoices Do You Generate Monthly?Would You Like AEL Management to Assist with Collecting Overdue Invoices? Yes No UnsureApproximately How Many Bills Do You Pay on a Monthly Basis?Please List All States Where You Are Required to File Sales Tax.Is There Anything Else You Think We Should Know to Provide the Best Bookkeeping Service?Submit Form
