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Business Address*
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Phone*
Email*
What is your industry?*
Years in Business*
What do you sell?
Products
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Products and Services
Your Business Finances
Thank you for taking the time to give us information about your business. This form ensures we are a good fit for your needs.
How do you currently track your finances?
Manually-Spreadsheet (Excel, Google, etc.)
QuickBooks Desktop
QuickBooks Online
Other Software
Do you currently have a QuickBooks Online Subscription?
No
Yes
Do you use online banking?*
No
Yes
How many total bank accounts do you have?*
Please tell us anything we left out above but that is important to your business:
Please acknowledge the following statements
Trilam Inc Bookkeeping does not file tax returns. We collaborate with your accountant during tax season. We do not offer payroll services (ADP, Paychex, Gusto, or QuickBooks Payroll are recommended to assist you). Trilam Inc specialty is QuickBooks Online software. No other software is serviced at this time.*
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