Contact Information First name Last name Email Phone Company Website Industry —Please choose an option—AccountingCannabisFinance, InsuranceFood ServiceHealth CareInformationInterior DesignManufacturingReal Estate, Renting, LeasingRetail TradeTransportationWholesale TradeOther Preferred Method of Contact EmailPhone Virtual CFO Service Quote Criteria How many Companies / Locations do you operate? —Please choose an option—12345+ Incentive Plans NoYes Performance by Project NoYes Team Member Performance NoYes Department Performance NoYes Customized Department Reports NoYes Bank Relationships NoYes Director Meetings NoYes Resource Planning NoYes Do you have a separate accounting file for each company? NoYes Annual Revenue Number of Employees Accounting Software Time Tracking Software Forecast? Company -1 $0 - $99,999$100,000 - $299,999$300,000 - $599,999$600,000 - $899,999$900,000 - $1,199,999$1,200,000 - $1,499,000$1,500,000 - $1,799,999$1,800,000 - $2,099,999$2,100,000 - $2,499,999$2,500,000 - $2,999,999$3,000,000 - $3,499,999$3,500,000 - $3,999,999$4,000,000 - $4,499,999$4,500,000 - $4,999,999$5,000,000 - $5,999,999$6,000,000 - $6,999,999$7,000,000 - $7,999,999$8,000,000 - $8,999,999$9,000,000 - $9,999,999$10,000,000 - $12,499,999$12,500,000 - $14,999,999$15,000,000 - $17,499,999$17,500,000 - $19,999,999$20,000,000 - $22,499,999$22,500,000 - $24,999,999$25,000,000 - $27,499,999$27,500,000 - $29,999,999$30,000,000 - $32,499,999$32,500,000 - $34,999,999$35,000,000 - $37,499,999$37,500,000 - $39,999,999$40,000,000 - $42,499,999$42,500,000 - $44,999,999$45,000,000 - $47,499,999$47,500,000 - $49,999,999$50,000,000+ 1 - 1011 - 2021 - 3031 - 4041 - 5051 - 100101 - 150151 - 200201 - 250251+ QuickBooks OnlineQuickBooks DesktopXeroNetSuiteWorkamajigSageGreat PlainsFreshbooksOther Harvest10,000 FtTSheetsTogglWorkamajigFreshbooksQuickBooksBigTimeOther / None YesNo Company -2 $0 - $99,999$100,000 - $299,999$300,000 - $599,999$600,000 - $899,999$900,000 - $1,199,999$1,200,000 - $1,499,000$1,500,000 - $1,799,999$1,800,000 - $2,099,999$2,100,000 - $2,499,999$2,500,000 - $2,999,999$3,000,000 - $3,499,999$3,500,000 - $3,999,999$4,000,000 - $4,499,999$4,500,000 - $4,999,999$5,000,000 - $5,999,999$6,000,000 - $6,999,999$7,000,000 - $7,999,999$8,000,000 - $8,999,999$9,000,000 - $9,999,999$10,000,000 - $12,499,999$12,500,000 - $14,999,999$15,000,000 - $17,499,999$17,500,000 - $19,999,999$20,000,000 - $22,499,999$22,500,000 - $24,999,999$25,000,000 - $27,499,999$27,500,000 - $29,999,999$30,000,000 - $32,499,999$32,500,000 - $34,999,999$35,000,000 - $37,499,999$37,500,000 - $39,999,999$40,000,000 - $42,499,999$42,500,000 - $44,999,999$45,000,000 - $47,499,999$47,500,000 - $49,999,999$50,000,000+ 1 - 1011 - 2021 - 3031 - 4041 - 5051 - 100101 - 150151 - 200201 - 250251+ QuickBooks OnlineQuickBooks DesktopXeroNetSuiteWorkamajigSageGreat PlainsFreshbooksOther Harvest10,000 FtTSheetsTogglWorkamajigFreshbooksQuickBooksBigTimeOther / None YesNo Company -3 $0 - $99,999$100,000 - $299,999$300,000 - $599,999$600,000 - $899,999$900,000 - $1,199,999$1,200,000 - $1,499,000$1,500,000 - $1,799,999$1,800,000 - $2,099,999$2,100,000 - $2,499,999$2,500,000 - $2,999,999$3,000,000 - $3,499,999$3,500,000 - $3,999,999$4,000,000 - $4,499,999$4,500,000 - $4,999,999$5,000,000 - $5,999,999$6,000,000 - $6,999,999$7,000,000 - $7,999,999$8,000,000 - $8,999,999$9,000,000 - $9,999,999$10,000,000 - $12,499,999$12,500,000 - $14,999,999$15,000,000 - $17,499,999$17,500,000 - $19,999,999$20,000,000 - $22,499,999$22,500,000 - $24,999,999$25,000,000 - $27,499,999$27,500,000 - $29,999,999$30,000,000 - $32,499,999$32,500,000 - $34,999,999$35,000,000 - $37,499,999$37,500,000 - $39,999,999$40,000,000 - $42,499,999$42,500,000 - $44,999,999$45,000,000 - $47,499,999$47,500,000 - $49,999,999$50,000,000+ 1 - 1011 - 2021 - 3031 - 4041 - 5051 - 100101 - 150151 - 200201 - 250251+ QuickBooks OnlineQuickBooks DesktopXeroNetSuiteWorkamajigSageGreat PlainsFreshbooksOther Harvest10,000 FtTSheetsTogglWorkamajigFreshbooksQuickBooksBigTimeOther / None YesNo Company -4 $0 - $99,999$100,000 - $299,999$300,000 - $599,999$600,000 - $899,999$900,000 - $1,199,999$1,200,000 - $1,499,000$1,500,000 - $1,799,999$1,800,000 - $2,099,999$2,100,000 - $2,499,999$2,500,000 - $2,999,999$3,000,000 - $3,499,999$3,500,000 - $3,999,999$4,000,000 - $4,499,999$4,500,000 - $4,999,999$5,000,000 - $5,999,999$6,000,000 - $6,999,999$7,000,000 - $7,999,999$8,000,000 - $8,999,999$9,000,000 - $9,999,999$10,000,000 - $12,499,999$12,500,000 - $14,999,999$15,000,000 - $17,499,999$17,500,000 - $19,999,999$20,000,000 - $22,499,999$22,500,000 - $24,999,999$25,000,000 - $27,499,999$27,500,000 - $29,999,999$30,000,000 - $32,499,999$32,500,000 - $34,999,999$35,000,000 - $37,499,999$37,500,000 - $39,999,999$40,000,000 - $42,499,999$42,500,000 - $44,999,999$45,000,000 - $47,499,999$47,500,000 - $49,999,999$50,000,000+ 1 - 1011 - 2021 - 3031 - 4041 - 5051 - 100101 - 150151 - 200201 - 250251+ QuickBooks OnlineQuickBooks DesktopXeroNetSuiteWorkamajigSageGreat PlainsFreshbooksOther Harvest10,000 FtTSheetsTogglWorkamajigFreshbooksQuickBooksBigTimeOther / None YesNo Company -5 $0 - $99,999$100,000 - $299,999$300,000 - $599,999$600,000 - $899,999$900,000 - $1,199,999$1,200,000 - $1,499,000$1,500,000 - $1,799,999$1,800,000 - $2,099,999$2,100,000 - $2,499,999$2,500,000 - $2,999,999$3,000,000 - $3,499,999$3,500,000 - $3,999,999$4,000,000 - $4,499,999$4,500,000 - $4,999,999$5,000,000 - $5,999,999$6,000,000 - $6,999,999$7,000,000 - $7,999,999$8,000,000 - $8,999,999$9,000,000 - $9,999,999$10,000,000 - $12,499,999$12,500,000 - $14,999,999$15,000,000 - $17,499,999$17,500,000 - $19,999,999$20,000,000 - $22,499,999$22,500,000 - $24,999,999$25,000,000 - $27,499,999$27,500,000 - $29,999,999$30,000,000 - $32,499,999$32,500,000 - $34,999,999$35,000,000 - $37,499,999$37,500,000 - $39,999,999$40,000,000 - $42,499,999$42,500,000 - $44,999,999$45,000,000 - $47,499,999$47,500,000 - $49,999,999$50,000,000+ 1 - 1011 - 2021 - 3031 - 4041 - 5051 - 100101 - 150151 - 200201 - 250251+ QuickBooks OnlineQuickBooks DesktopXeroNetSuiteWorkamajigSageGreat PlainsFreshbooksOther Harvest10,000 FtTSheetsTogglWorkamajigFreshbooksQuickBooksBigTimeOther / None YesNo Services Instructions & Notes Desired Value Add Service? Cost Inclusion Financial Statements Type of Financial Statements Virtual CFO Services Select from the featured services listed above Forecasting Number of Companies to be Forecasted Payroll Administration Does not include third-party payroll processor fee(i.e. ADP, Gusto, etc...) NoWeeklyBi-WeeklySemi-MonthlyMonthly Credit Card Receipt Tracking Does not include third-party software (i.e. Expensify, Divvy, Concur, etc...) NoWeeklyBi-WeeklySemi-MonthlyMonthly Cash Flow Management Weekly Cash Flow Meeting - 13 week outlook Yes Bank Reconciliations Enter number of Accounts to Reconcile 012345678910+ Credit Card Reconciliations Enter number of Accounts to Reconcile 012345678910+ Accounts Payable Paying Bills - Select range of transaction occurrence LowMediumHigh Yes Accounts Receivable Sending Invoices - Select range of transaction occurrence LowMediumHigh Yes Business Tax Return Based on Annual Revenue Yes Individual Tax Return Enter number of Owners/Partners 012345678910+ Multi-State Tax Return Enter number of States 01 - 56 - 1011 - 1516 - 2021 - 2526 - 3031 - 3536 - 4041 - 4546 - 50 Sales Tax Return Enter number of States 01 - 56 - 1011 - 1516 - 2021 - 2526 - 3031 - 3536 - 4041 - 4546 - 50 Personal Property Tax Return Enter number of States 01 - 56 - 1011 - 1516 - 2021 - 2526 - 3031 - 3536 - 4041 - 4546 - 50 1099 Filings Enter number of 1099s to be filed 01 - 1011 - 2021 - 3031 - 4041 - 5051 - 6061 - 7071 - 8081 - 9091+ Any other information you wish to provide:
