THE GALLO GROUP — BUSINESS INQUIRY

Contact Information

Email*

First name*

Last name*

Phone number*

Business Information

Company name*

Street address*

Street address 2*

City*

State/Region*

Postal code*

Business entity type*

Year founded*

Industry*

Is the business S-Corp elected?*

Applicable if you file Form 2553

Yes

Don't know

Date of S-Corp election

If you answered "Yes" above, please provide the date.

Month/Day/Year

Number of employees*

Approximate annual revenue*

Other Advisory

If you answered "Other Advisory," please provide more information about the service you're looking for

Preferred start date*

Month/Day/Year

Transactions per month*

Approximately how many transactions per month do you have across all your business accounts?

Date of last reconciliation*

Enter the last time your accounts were reconciled.

Accounting System*

Other Accounting System

If you answered "Other" above, please write down the name of your accounting system or skip if not applicable.

Payment Processors*

Other Payment Processor

If you answered "Other" above, please write down the name of your payment processor or skip if not applicable.

Are tax filings up to date?*

Yes

Current challenges or issues?*

Feel free to tell us more about any specific challenges or issues you are experiencing in your business

Goals for working with us*

What do you hope to achieve by working with us?