RMJR Tax and Accounting
About
Tax Preparation
Accounting
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About
Tax Preparation
Accounting
Blog
RMJR Tax and Accounting
Accounting
What is your name?
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Where do you live?
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What is your e-mail address?
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What is your phone number?
What is the name of your business?
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What industry is your business in?
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Who owns the business?
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You
You and your spouse
You and one business partner
You and two or more business partners
How is the business structured?
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Sole proprietorship
LLC with one owner
LLC with more than one owner
S-Corporation
C-Corporation
Not sure
How long have you been in business for?
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How much income, before expenses, does the business generate?
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What is the business "net income"? (income minus expenses)
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Is the business home-based?
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Yes
No
Do you have employees?
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Yes
No
Do you have a bank account that is used strictly for business?
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Yes
No
Do you have a credit or debit card that is used strictly for business?
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Yes
No
How have you been keeping track of income and expenses?
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Excel spreadsheets
Cloud accounting software
Desktop accounting software
Not keeping track
Why are you looking for a new accountant?
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Thank you!