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Prefix: Mr. Mrs. Ms. Dr. Name: Company: Email id: Address: State: Zip code: Daytime Phone: Home Phone: Preferred Contact Method: By Phone By Email   I am interested in (Check all that apply) Accounts Payables Bank Reconciliation Accounts Receivables Management Reports Bill Payment Balance Sheet Bookkeeping/Write-Up Income Statement Check Processing Cash Flow Statement Cash Receipts Processing Customized Reports Detailed General Ledgers After the Fact Payroll Payroll Registers Quarterly Reports Check Registers Year-End Report Generation My situation involves (Check all that apply) A - My relationship with my current accountant: I don't know enough about what my current accountant does. My current accountant is late with my financials or in getting back to me. I don't feel I'm getting enough value from my current accountant for the fees I pay. B - My time management situation: The time I'm spending on recordkeeping is interfering with my business goals. I feel like I'm recording sales, revenue and expense items several times in too many places. I'm not sure what priorities to place on recordkeeping tasks or how much time I should be spending on them. C - My business operations: I having difficulty tracking financial information such where my sales come from or what expenses I have or what money is owed to me, etc. I have difficulty knowing how much cash I have at any point in time and this causes me difficulties in paying my bills. I do not have a budget or I have difficulty following my budget. D - My taxes: I am paying too much in taxes! I never know what to pay in taxes until it's too late. I need better techniques to manage tax liabilities and payments over the year. Other (Please describe): Feel free to make any comments or ask any questions you may have: