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Curt W. Davis, CPA
CERTIFIED PUBLIC ACCOUNTANT
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Thank you for your response. ✨
Thank you for your interest in our accounting services. A member of our team will review your information and contact you to discuss your business’s needs and determine how we can best assist you.
Business Accounting Consultation Request
Business Information
Business Name
(required)
Contact Person
(required)
Title/Position
(required)
Phone number
(required)
Email
(required)
Business Address
(required)
Business Overview
What type of entity is your business?
(required)
Sole Proprietorship
Single-Member LLC
Multi-Member LLC
Partnership
S Corporation
C Corporation
Nonprofit Organization
Other
Industry
How long have you been in business?
Less than 1 year
1-5 Years
5-10 Years
10+ Years
Business Size
Number of Employees
(required)
1-5
6-10
11-25
26+
Approximate Annual Revenue
(required)
Under $50,000
$50,000-$250,000
$250,00-$500,000
$500,000-$1 Million
Over $1 Million
Accounting Needs
What services are you interested in?
(required)
Monthly Accounting Services
Bank Reconciliations
Financial Statements
Sales Tax Reporting
Catch-Up Accounting
General Ledger Cleanup
Accounts Payable Assistance
Accounts Receivable Assistance
Management Reports
Budgeting & Forecasting
Business Advisory Services
Not Sure
Current Accounting Process
How are your financial records currently maintained?
(required)
QuickBooks Online
QuickBooks Desktop
Spreadsheet
Another Accounting Software
Records Are Maintained Manually
No Formal Accounting System
Business Challenges
What challenges are you currently experiencing?
(required)
Falling Behind on Recordkeeping
Need Better Financial Reporting
Unsure of Business Profitability
Preparing for Tax Season
Cash Flow Concerns
Sales Tax Compliance
Business Growth Planning
Staffing Concerns
Need Better Organization
Other
Financial Reporting
How often would you like to receive financial information?
(required)
Monthly
Quarterly
Annually
Not Sure
Which reports would be most valuable to you?
(required)
Profit & Loss Statement
Balance Sheet
Cash Flow Report
Budget vs. Actual Reporting
Custom Management Reports
Not Sure
Additional Services
Would you like information about any of our other services
(required)
Tax Preparation
Tax Planning & Strategy
Payroll Services
New Business Consulting
Entity Structure Review
Financial Wellness Planning
Estates & Trusts
No Additional Services At This Time
Final Review
Please provide a brief description of your business and what you would like to accomplish through accounting services.
(required)
Preferred Contact Method
(required)
Phone
Text
Email
Any of the above
What would make this consultation successful for you?
(required)
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Curt W. Davis, CPA
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