General Information

Company Name *

DBA (if any)

Primary Contact First Name *

Primary Contact Last Name *

Phone *

Email *

Business Details

Entity Type

Year Established

Trade Specialty

Crew Size

Avg. Monthly Revenue

$

Accounting Services Requested

Bookkeeping
Payroll
Job Costing / Project Tracking
AP / AR Management
Tax Preparation & Filing
Financial Statements
Budgeting & Forecasting
QuickBooks / Software Setup
Consulting / Advisory
Other
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Current Accounting Setup

Accounting Software Used

Maintained by

Separate Business Bank Account

Yes

No

Uses Job Costing

Yes

No

Financial Information

Active Projects / Month

Typical Contract Range

Primary Clients

Issues 1099s

Yes

No

Receives 1099s

Yes

No

Authorization & Signature

I certify that the information provided is accurate to the best of my knowledge and authorize Graythrace LLC to review my financial data for the purpose of providing accounting services.

Business Insurance / Workers Comp

Yes

No

Goals & Expectations

Reduce tax liability
Keep books organized
Track job profitability
Prepare for financing / bonding
Streamline payroll
Prepare for year-end taxes
Other
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Accounting Pain Points / Needs

Document Uploads

Prior Year Tax Return

Most recent Balance Sheet & P&L

Bank statements (last 12 months)

Credit card statements (last 3 months)

Payroll reports

List of active jobs / contracts

Insurance certificates (if applicable)

Authorization & Signature

Date Picker

Signature

Clear

Title

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