Submit the following information to receive a free quote.
Innovative
Financial
Solutions
YOUR PERSONAL ACCOUNTANT, INC.
Services that you are interested in.
(check each applicable box)
Answer All of the Following Questions
(if it doesn't apply to you type "no" or "0")
How many bank accounts do you have?
How many savings accounts do you have?
How many weekly deposits do you make?
(on average)
How many weekly checks and debit card
transactions do you make? (on average)
None of the information you give us will be sold to third parties and it will only be used by Your Personal Accountant, Inc.
How often do you run payroll?
How many of the following types of accounts do you have:
C. Lines of Credit (equity lines):
E. Equipment and/or Inventory Loans:
F. Trade accounts (i.e. ITEX):
How many times a week do you charge on
your credit cards? (on average)
Do you keep an inventory for your business?
Do you use cash registers for your business?
Does your company require sales & use tax?
If you were to outsource your accounting or bookkeeping, how would you prefer us to do our work?
(Type "NA" If You Were Not Referred By Someone.)
How Did You Hear About Us?*
Use this box to tell us more about you, your needs, or any questions that you may have.
Have you found the right fit?
Do you create invoices for your customers?
If yes, how many invoices do you create a month?
Do you use Purchase Orders in your business?
If yes, how many P.O.'s do you create a month?
Company Name
(if applicable)
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