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MyBooks.PRO Enrollment Form

Thanks for choosing MyBooks.PRO as your professional bookkeeping service. The form below collects important information to begin the onboarding process. *This should take 2-3 minutes to complete.

Name *

First

Last

Mobile Phone *

Email *

What is your preferred contact method? *

E-Mail
Text
Phone Call

Business Information

Business Entity Name *

Business Address *

Address Line 1

Address Line 2

City

State

Zip Code

Which Industry best describes your business? *

Real Estate Agent/Broker
Real Estate Investor
Sales Professional
Other

If "Other" - Best describe your business/profession

Your Business Website / URL

How do you currently keep track of your businesses income and expenses? *

Quickbooks Online
Quickbooks Desktop
Excel Spreadsheet
Other Accounting software
Not sure, I have a current CPA/Bookkeeper who does it for me
I do not use a formal method
None

How many entities do you own? *

1
2-5
6+

This can include LLC's, S-Corps, C-Corps, and Partnerships

What is your TOTAL annual gross income from all sources? *

$50,000 - $250,000
$250,001 - $500,000
$500,000 - $1M
$1M - $5M
$5M +

How many accounts include income or expenses relating to your business(es)? (Checking, Savings, Credit Cards, Etc) *

1-5
6-10
11-20
21+

What was the last year you filed and paid taxes? *

I am current (2021)
2020
2019
2018
2017 or before

Have you (or a paid professional) categorized your current year's transactions? *

Yes
No
I'm not sure

What are the reasons you are using MyBooks.PRO (select all that apply)? *

Better business understanding
Tax filing peace of mind
Asset Tracking
I don't have time to do it myself
Not satisfied with current system
Monthly and yearly reconciliation
Maximize tax deductions
Advanced reporting

How did you hear about us?

SEP Conference
Friend/Colleague
Podcast
Event
Internet Search
Social Media
Other

Who Referred You?

Which Social Media?

Which Podcast?

Which Event?

Is there anything else about you or your business we should know before the onboarding call? This can be related to your banking, tax filing status, etc.

We're looking forward to working with you!

The next step is to schedule a welcome call. You will receive a "Welcome Email" shortly with your next steps.

Step 1: Strategy Session

Start with a Strategy Session to see how we can help you save time and money.

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