First Name: Last Name: Organization: Email: Phone: Title: What can you tell us about your business? What is your business entity? Do you have payroll? No Yes Do you have inventory? No Yes How many accounts do you have? Are your tax returns current? Yes No Not sure Do you report sales tax? Yes No Do you have any plans to expand or scale back operations? How do you currently pay vendors? Yes No How do you prepare your invoices?
