Get started — biz2globe

The business

Who you are and how the business is set up.

Your name Please tell us your name.

Your role

Email We need a valid email.

Phone A phone number helps us move fast.

Legal business name As it appears on filings.

DBA / trade name (if any)

Entity type "Not sure" is an acceptable answer.

State(s) or province(s) of registration & operation List the states or provinces, separated by commas.

Year the business started

What the business does One line is plenty.

The books today

No judgment. We have seen everything, including the shoebox.

Who keeps the books right now?

I do Someone in-house An outside accountant or bookkeeper Nobody at the moment

Pick the closest answer.

Is your current accountant or bookkeeper retiring, closing, or already gone?

Yes, retiring or closing Already gone No, still in place Not applicable

Pick the closest answer.

Accounting software "Paper / none" is a real option; choose it proudly.

Are the books up to date? A guess is fine.

Do you have the last 2–3 years of tax returns and financial statements?

Yes, in hand My old accountant has them Some, not all No, or not sure

Pick the closest answer.

Money in, money out

This is what sizes the work, honestly and exactly.

Bank + credit card accounts used by the business Count checking, savings, and cards.

Approximate transactions per month "No idea" is allowed.

Approximate annual revenue A rough range is all we need.

Any personal spending mixed into business accounts? Honest answers make cheaper quotes.

Which of these apply? Check all that do.

We invoice customers We need bill-pay management We carry inventory We take card payments / POS We sell online None of these

Any outstanding loans, liens, unpaid taxes, or open IRS/state notices?

People, payroll & tax

Last set of questions, then you review everything.

Payroll today Choose the closest fit.

Employees + contractors Rough count is fine.

Do you collect sales tax? "Not sure" is common; choose it.

Who prepares your tax return? Choose the closest fit.

Which services do you want quoted?

Monthly bookkeeping Catch-up / clean-up Payroll coordination Invoicing & bills Tax-ready financials Controller & advisory

Any deadline we should plan around?

How did you hear about us?

Anything else?

Review before sending

Check the ledger below. Anything wrong, use Back and fix it.

Tell us where the books stand

Received. A person is on it.

The business

The books today

Money in, money out

People, payroll & tax

Review before sending

Intake received. The review starts now.