

Great change may be just one contact form away...

Contact us today! To help us better understand your service needs, please fill out this brief client assessment form. Based on your responses, we can identify personalized services. All legitimate inquiries are responded to by Greg Bennett, CPA, owner of Cornerstone CPA Solutions.

Cornerstone CPA Solutions - WEBSITE INQUIRY

Name

Are you contacting us for business, individual, or both services? Are you contacting us for business, individual, or both services? Business Individual Both Business and Individual

Company Name

Email Address

Phone Number

Preferred Contact Method Preferred Contact Method E-Mail Phone

Address

City

Zip Code

State

What are you inquiring about? What are you inquiring about? Bookkeeping Accounting (analysis, financial statements, etc.) Taxes (advisory and compliance) Controllership (most encompassing of services) Business Consulting/Advisory Virtual Services Other

Have you previously worked with a CPA? Have you previously worked with a CPA? Yes No

Why are you looking for a new CPA?

How did you find us?

What is the nature of your business? What is the nature of your business? Professional services Wholesale or Retail Non-Profit Common Interest Realty Association (CIRA--think POA, HOA) Trade Other... (describe in Message section)

How long has your business been operating? How long has your business been operating? Still starting up... Less than 6 months 6-12 months 1-2 years 2-5 years More than 5 years

Including all bank, credit card, and e-commerce activity, how many financial transactions do you think your company averages on a monthly basis? Including all bank, credit card, and e-commerce activity, how many financial transactions do you think your company averages on a monthly basis? Less than 50 51-100 101-300 301-500 501-1,000 1,001-2,000 2,001-3,000 3,000+

Are your books current/up-to-date? Are your books current/up-to-date? Yes, accounting is current No, we are up to 3 months behind No, we are up to 6 months behind No, we are up to 12 months behind No, we are more than a year behind

Describe your current accounting practices: Describe your current accounting practices: We do not currently have accounting in place Quickbooks Online Quickbooks Desktop NetSuite Other

Is it necessary to track income, expenses, or other information by department, job, project, or any other type of classification? Is it necessary to track income, expenses, or other information by department, job, project, or any other type of classification? Yes No Uncertain

Provide other thoughts and information, such as what you are looking for in a new CPA.

10 + 2 =