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Select your industry
---AgricultureBusiness ServicesConstructionConsumer ServicesE-CommerceEducationEnergy, Utilities & Waste TreatmentFinanceHealthcareHospitalityInsuranceLaw Firms & Legal ServicesManufacturingMedia & InternetMetals & MiningReal EstateRetailSoftwareTelecommunicationsTransportationOther
---Sole ProprietorPartnershipLPLLPLLLPLLCC CorpS CorpOther
Number of employees (required)
Number of hourly employees (required)
Systems | General Ledger
QuickBooks DesktopQuickBooks OnlineXeroNavisionGP DynamicsSageNetsuiteOther
Systems | Payroll
Systems | Accounts Payable
Manual via BankSystems orientedOther
Systems | Accounts Receivable/Revenue Platform
Inventory Control System (If applicable)
Number of bank accounts (required)
Number of credit card accounts (required)
TRANSACTION VOLUMES PER MONTH
Average number of AP payments (required)
Average number of payments outside of AP system (these are direct payments without creating a bill, such as a business subscription) (required)
Retail revenue batch frequency, if applicable (e.g. once per day pushed to the bank, etc.) (required)
Average number of wholesale invoices, if applicable (required)
Number of fixed assets categories maintained (computers, machinery, furniture, etc.) (required)
Current Reports used
Income StatementBalance SheetCash Flow StatementKPIsOther
Who are the report recipients?
Year of the last completed tax filing:
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