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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
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
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.
Submit
1-64-MYBOOKS-0
1-646-926-6570
info@mybooks.pro
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