info@regencywealthsolutions.com
832 819 4825
Monday–Friday | 9:00 AM – 6:00 PM EST
Legal Business Name
Business Email
DBA (if applicable)
EIN
Business Structure LLCSole ProprietorS CorpC CorpNonprofit
Industry
Years in Business 0-6 months6-12 months1-3 years3+ years
Number of Employees
Accounting Software Used NoneQuickBooksXeroWaveOther
Upload prior bookkeeping files
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Select PackageStarter SnapshotFoundation FocusMomentum MasteryVisionary CFO
Monthly transaction volume estimate
Number of bank accounts
Number of credit cards
Payment platforms used
Upload most recent statements
Monthly financial report preferences
Do you need quarterly review meetings? YesNo
Upload prior-year tax return (optional)
Average monthly revenue
Average monthly expenses
Do you need cash-flow tracking? YesNo
Do you need accounts receivable support? YesNo
Do you need accounts payable support? YesNo
Do you need forecasting? YesNo
Do you need budgeting support? YesNo
Do you need KPI dashboards? YesNo
Do you need monthly strategy calls? YesNo
NonePayrollInvoicing / Accounts ReceivableBill Pay / Accounts PayableTax Prep Add-On
Number of employees
Pay frequency
Payroll provider (if any)
Upload recent payroll reports
Average number of invoices per month
Invoicing platform used
Do you need collections support? YesNo
Average number of bills per month
Bill pay platform used
Do you need vendor management? YesNo
Upload prior-year tax return
Upload any additional tax documents
Bank Name
Account Type CheckingSavingsOther
Upload most recent statement
Card Issuer
Business or Personal? BusinessPersonal
Platform (Square, Stripe, PayPal, Shopify, etc.)
Average monthly volume
Upload reports
Upload any additional financial documents
Do you have any bookkeeping concerns we should be aware of?
Preferred communication method Phone CallEmailText Message
Best time to reach you Select preferred timeMorning (8am – 11am)Midday (11am – 2pm)Afternoon (2pm – 5pm)Evening (5pm – 8pm)
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