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Tell Us About Your Business

This intake form is to learn about your business so we don't waste time on the call gathering information.

Complete this process if you're ready to take action to outsource your Accounting, but you need to speak to someone first before deciding on the right package. Click here to access the varying investment levels.

This discovery session is not intended to solve business challenges. Should you need support to solve immediate problems with the business or IRS, please schedule a Legacy Math Evaluation by clicking here. Otherwise, please proceed with this application.

Upon submission of this form, you will be routed to book your 30-minute, $100 Discovery session with Renesha Davis, our Managing Partner. Your fee will be applied to any engagement you decide to proceed with within seven days of your quote delivery. Otherwise, fee is non-refundable.

We look forward to earning your business.

Where did you find us?(Required)

First name(Required)

Email(Required)

Phone

Industry(Required)

Company name(Required)

When was the business incorporated?(Required)

Provide a specific date from the client so the Managing Partner can verify.

Position(Required)

What state is your business located in?(Required)

What are your company's sources of revenue?(Required)

Be specific and break out sources in service, tangible products, and events. Document a general summary of the business for Managing Partner to decide the program that works best for the client.

From the summary of the business given, check all revenue sources that apply?(Required)

Books

Digital Products

Services

Events

Speaking Engagement

Affiliate/Influencer Deals

What is your current revenue for the prior year?(Required)

You can find your revenue from your tax return.

Pick all statements that apply to your business situation.(Required)

I want to talk to a CPA once.

I want to save on taxes.

I need to organize my money.

I need my taxes done.

I'm behind on my taxes.

I can't afford this service; I want to learn how to do it myself.

Other

When are you looking to start your service?(Required)

How do you manage your business money?

How do you receive money from your customers/clients?(Required)

PayPal

Cash App

Checks

Cash

Credit Cards

Venmo

Zelle

Other

How do you pay your business bills today?(Required)

PayPal

Cash App

Checks

Cash

Credit Cards

Venmo

Zelle

Bill/Divvy/Tillful

Other

How many employees do you have?(Required)

Owner only payroll

2+

> 5

I only pay myself with Owner Draws

An employee means you issue a W-2 at the end of the year.

How many contractors do you have?(Required)

1

2+

> 5

A contractor is someone to whom you DO NOT issue a W-2 at the end of the year. Someone that you have a contract with that specifies when you'll pay them.

Do you swipe your business cards for personal bills?(Required)

Yes

No

Tell us about your bookkeeping management practices

Where is your bookkeeping currently managed?(Required)

In excel

In QuickBooks Online

Who manages your bookkeeping?(Required)

Self-Managed

With a Bookkeeper

With a CPA/EA

What is your desired monthly budget allocated to handle high-level bookkeeping with CPA support?(Required)

<$400

< $700

$700+

What is your desired annual budget to handle high-level bookkeeping with CPA support?(Required)

<$4,800

< $12,000

< $18,000

Tell us about your tax management practices

How is your business registered with your local state?(Required)

What is your tax election with the IRS?(Required)

What is your filing status with the IRS?(Required)

Have the last three years of your taxes been filed?(Required)

Yes

No

Do you have any outstanding debt with the IRS?(Required)

Yes

No

Do you have any outstanding debt with your state Department of Revenue?(Required)

Yes

No

By submitting this form, you acknowledge and agree that you have read our privacy policies and agree to be placed on our email and text notification lists. You can unsubscribe at any time.

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The Money Council®, LLC

Hours of operation

Mon-Thu: 10AM to 4PM

Friday: 12PM to 4PM

Sat-Sun: Closed

Contact us

260 Peacthree St. NW

Suite 2200

Atlanta, GA 30303

Mail: support@themoneycouncil.com

Tel: 404-480-5209

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