Contact Information
Business name:
Business address:
Website URL:
Primary contact:		*
Business phone:
Cell phone:
Email address:		*
Confirm email:		*
Industry:
Law firm	Architectural firm	Advertising/PR firm
Other:
Briefly describe your business:
Number of owners/partners:
Accounting basis:
Accrual         Cash         Not sure
For new companies, what is the estimated start date?
For existing companies, what is your planned implementation timeline for an accounting solution?
Accounts Payable (Purchase to Pay)
Approximately how many accounts payable transactions occur each month?
1-50         50-100         100-200         200+         N/A
What are the names of primary vendors critical to business operations?
Accounts Receivable (Order to Cash)
How do you generate revenue?
Hourly rates
Contracted amounts (set fees)
Contingency fees
Other:
Do you require customer advance payment?
Yes        No        N/A
Do you accept credit card/online payment?
Yes        No        N/A
Do you pass on billable expenses to your customers?
Yes        No        N/A
How do you bill customers?
Direct mail        Email
Approximately how many bills do you send to your customers each month?
1-50         50-100         100-200         200+         N/A
Payroll and Employee Benefits
Number of employees for the next year of business:
Salaried employees	Hourly employees
1-5	1-5
5-15	5-15
15-25	15-25
25+	25+
Do you currently use a payroll processing service (e.g., Paychex, ADP)?
Yes        No        N/A
Do you plan on issuing options or restricted stock as part of an employee incentive program?
Yes        No        N/A
What types of benefits are offered to employees?
Medical (e.g., PPO, HMO)
Dental
401K plan
Health savings plan
Information Technology (IT)
What type of internal software is used by your business?
Accounting (e.g., QuickBooks, PeachTree, MAS 90)
Microsoft Office
Adobe Acrobat
Other:
Do you currently utilize any of the following computer hardware systems?
Web server	Virtual private network
Email server	Network/backup storage
Application server	Other: