Access Accounting Training Intake Form

808.938.5277

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What We Do
Services
About
Locations
Resources

Access accounting

Serving small businesses for over 15 years.

Training Intake

We can't wait to assist with all your accounting needs!
Please answer the questions below to help us customize a proposal just for you.

Contact Name*

Job Title

Email Address*

Phone Number*

Preferred method of contact? *

EmailPhone

How did you hear about us?

Google SearchYelpQuickbooks ProAdvisorWebsiteReferral

Company Name

What type of entity is the business?

Sole ProprietorLLCLLPS-CorpC-CorpPartnership

Are you happy with your current accounting system?

YesUnfortunately, No

What 3 areas do you want to see improved in your business?

Which areas would you like us to provide training on?

EVERYTHINGCritical BookkeepingPayroll up to 5 employeesPayroll more than 5 employeesState & Federal Payroll TaxesSales Tax (HI: GET/CA: SBOE)Financial StatementsCash Flow ReportingBudgeting/ForecastingStart Up AssistanceWe have a fun project!No idea, please call me!

How quickly do you need us to provide the training?*

ASAPBy months end1-3 months3+ months

What software do you currently use?*

Quickbooks ProQuickbooks PremierQuickbooks EnterpriseQuickbooks OnlineOtherNoneI can't remember

How many employees need training?

Just me1-56-1010+

What are your expectations of Access Accounting, LLC?

Notes

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Thank you for the opportunity! You will have an emailed proposal by the end of the day.

Training Intake

We can't wait to assist with all your accounting needs! Please answer the questions below to help us customize a proposal just for you.

We can't wait to assist with all your accounting needs!
Please answer the questions below to help us customize a proposal just for you.