Client Satisfaction Survey New Copy "*" indicates required fields Company InformationCompany Contact InformationPrimary Owner Name* First Last Primary Contact Name* First Last Primary Contact Email Address* Person Authorized to sign Contract* First Last Person Authorize to sign Contract's Email Address* Company Address Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Office Phone NumberCell Phone Number*Business Structure InformationWhat is the primary industry of your business?*Select IndustryReal Estate AgencyResidential Real EstateHome InspectionsEducationLocal ServicesHealth & MedicalProfessional Services (not Real Estate)Home ServicesRestaurant / Food ServicePersonalMortgage BrokerageInsurance BrokerageReal Estate RentalsActive LifeLocal FlavorPLACE/LIVBeauty & SpasFinancial ServicesAutomotiveWhat is the primary industry of your business_Other Real Estate BrokerageSelect Real Estate BrokerageAllen Tate CompaniesBerkshire HathawayCambridge PropertiesCiti HabitatsClimb Real EstateColdwell BankerCorcoranCrye-LeikeDPR RealtyeXp RealtyHanna HoldingsHomeSmartKeller Williams RealtyRe/MaxRealty ExecutivesRealty One GroupSotheby'sWest USA RealtyZip RealtyOtherOther Real Estate Brokerage Lead Source*Allan BurnsBlake CoryBoomtown EventBrandi FurlanBrett TannerCalled InClint MuhlenbergCurrent ClientFacebookGeneralG ManGroup 46:10IEBInman ConferenceIsaac StegmanLarsLisa Mont-RosLori BallenMAPS CoachMike Grbic – Dylan SnyderNetworkingNext Level Agent EventNielsen LawNM EventOtherProfit FirstProtec – Michelle HopkinsReal ProducerREM – HeylSan Antonio KW ALCSpeaking EventSphere of InfluenceSTSTerri AriasWeb LeadHVIZDABusiness Legal Name* Business Entity Type*Limited Liability Company (LLC)Professional Limited Liability Company (PLLC)PartnershipS-CorporationOtherOther Entity Type Do you have any partner(s) in the business?NoYesDo you have an operating agreement with your partner(s)?NoYesHow are you paid?*Owner's Profit (only)Salary (only)Commissions Earned (only)OtherPayment ExplainedWas there an initial capital investment in the business*NoYesExplanation of Capital InvestmentWhat year was the business founded? Have the prior calendar year's taxes already been filed?*NoYesN/AWhat is the last calendar year taxes that have been filed?20232022202120202019201820172016201520142013OtherN/ADo you have any W2 employees?*NoYesHow many W2 employees do you have?Please enter a number greater than or equal to 1.Who is currently managing the Full Level Tax service (Filing Forms, Paying Liabilities, W2's, etc)Select Full Level Tax serviceADPPaychexGustoA CPAOtherOther Full Level Tax service Does this client need a referral to ADP* Yes No Miscellaneous Business Structure Notes (not on contract)Financial InformationWhere do you bank?1st National BankAcademy Bank, National AssociationAccess National BankAffiliated Bank, National AssociationAlbany Bank and Trust Company National AssociationAlerus Financial, National AssociationAmarillo National BankAmerican Bank and Trust Company, National AssociationAmerican Bank National AssociationAmerican Bank, National Association, IAAmerican Bank, National Association, 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Bank & TrustFirst & Farmers National Bank, Inc.First American Bank, National AssociationFirst American National BankFirst Bankers Trust First American National Bank, National AssociationFirst Century Bank, National AssociationFirst Citizens Bank of Polson, National AssociationFirst Citizens National BankFirst Colorado National BankFirst Commercial Bank, National AssociationFirst Community National BankFirst Community Trust, National AssociationFirst Dakota National BankFirst Farmers & Merchants National Bank, Fairmont, MNFirst Farmers & Merchants National Bank, Luverne, MNFirst Federal Community Bank, National AssociationFirst Financial Bank, National Association, INFirst Financial Bank, National Association, TXFirst Financial Trust & Asset Management Company, National AssociationFirst Financial Trust, National AssociationFirst Hope Bank, A National Banking AssociationFirst Mid-Illinois Bank & Trust, National AssociationFirst National Bank, ALFirst National Bank, ARFirst National Bank, IAFirst National Bank, INFirst National Bank, KSFirst National Bank, LAFirst National Bank, MEFirst National Bank, Bagley, MNFirst National Bank, Chisholm, MNFirst National Bank, Slayton, MNFirst National Bank, NMFirst National Bank, OKFirst National Bank, SDFirst National Bank, Jasper, TXFirst National Bank, Paducah, TXFirst National Bank, Rotan, TXFirst National Bank, Spearman, TXFirst National Bank, Wichita Falls, TXFirst National Bank, VAFirst National Bank & TrustFirst National Bank & Trust Co. of WillistonFirst National Bank & Trust CompanyFirst National Bank & Trust Company of McAlesterFirst National Bank AlaskaFirst National Bank Albany BreckenridgeFirst National Bank and Trust, ALFirst National Bank and Trust, KSFirst National Bank and Trust, KYFirst National Bank and Trust Co. of BottineauFirst National Bank and Trust CompanyFirst National Bank and Trust Company of ArdmoreFirst National Bank and Trust Company of WeatherfordFirst National Bank at DarlingtonFirst National Bank BairdFirst National Bank in CimarronFirst National Bank in DeRidderFirst National Bank in FairfieldFirst National Bank in FrankfortFirst National Bank in FredoniaFirst National Bank in HowellFirst National Bank in New BremenFirst National Bank in OkeeneFirst National Bank in OlneyFirst National Bank in OrdFirst National Bank in PaxtonFirst National Bank in PhilipFirst National Bank in PinckneyvilleFirst National Bank in Port LavacaFirst National Bank in PrattFirst National Bank in TaylorvilleFirst National Bank in TigertonFirst National Bank Mahnomen Twin ValleyFirst National Bank MinnesotaFirst National Bank NorthFirst National Bank Northwest FloridaFirst National Bank of AlvinFirst National Bank of AmericaFirst National Bank of AndersonFirst National Bank of BeardstownFirst National Bank of BentonFirst National Bank of Bosque CountyFirst National Bank of BrookfieldFirst National Bank of BurlesonFirst National Bank of Central TexasFirst National Bank of ChadronFirst National Bank of ClarksdaleFirst National Bank of Coffee CountyFirst National Bank of CrossettFirst National Bank of Decatur CountyFirst National Bank of DublinFirst National Bank of Eastern ArkansasFirst National Bank of Fort StocktonFirst National Bank of GiddingsFirst National Bank of GilletteFirst National Bank of GriffinFirst National Bank of HerefordFirst National Bank of HuntsvilleFirst National Bank of KansasFirst National Bank of KentuckyFirst National Bank of Lake JacksonFirst National Bank of Las AnimasFirst National Bank of LouisianaFirst National Bank of McGregorFirst National Bank of MichiganFirst National Bank of MuscatineFirst National Bank of NokomisFirst National Bank of North ArkansasFirst National Bank of Northern CaliforniaFirst National Bank of OklahomaFirst National Bank of OmahaFirst National Bank of PanaFirst National Bank of PascoFirst National Bank of PennsylvaniaFirst National Bank of PicayuneFirst National Bank of PulaskiFirst National Bank of River FallsFirst National Bank of ScotiaFirst National Bank of South CarolinaFirst National Bank of South Padre IslandFirst National Bank of Southern CaliforniaFirst National Bank of SteelevilleFirst National Bank of TennesseeFirst National Bank of WauchulaFirst National Bank of WinnsboroFirst National Bank TexasFirst National Bank USAFirst National Bank, Ames, IowaFirst National Bank, CortezFirst National Bankers BankFirst National Community Bank, GAFirst National Community Bank, WIFirst National Trust CompanyFirst Neighbor Bank, National AssociationFirst Pioneer National BankFirst Robinson Savings Bank, National AssociationFirst Southern National BankFirst Tennessee Bank National AssociationFirst Texoma National BankFirst United National BankFirstCapital Bank of Texas, National AssociationFirst-Lockhart National BankFlorida Capital Bank, National AssociationFlorida Community Bank, National AssociationFNB Bank, National AssociationForcht Bank, National AssociationForest Park National Bank and Trust CompanyFort Hood National BankFreedom National BankFSNB, National AssociationFulton Bank, National AssociationGilmer National BankGladewater National BankGlens Falls National Bank and Trust CompanyGNBank, National AssociationGolden Bank, National AssociationGolden Pacific Bank, National AssociationGoldwater Bank, National AssociationGrand Bank, National AssociationGrand Ridge National BankGreat Plains National BankGreen Bank, National AssociationGreenville National BankGrundy National BankGuaranty Bank & Trust, National AssociationHaskell National BankHawaii National BankHeartland National BankHelena National BankHeritage Bank, National AssociationHiawatha National BankHillsdale County National BankHilltop National BankHNB National BankHome Bank, National AssociationHome National BankHome State Bank, National AssociationHometown Bank, National AssociationHometown National BankHSBC Bank USA, National AssociationHSBC Trust Company (Delaware), National AssociationHuron National BankIcon Bank of Texas, National AssociationIllinois National BankIncommons Bank, National AssociationIndustrial and Commercial Bank of China (USA), National AssociationIntegrity First Bank, National AssociationInter National BankIntercredit Bank, National AssociationIntrust Bank, National AssociationInwood National BankJPMorgan Chase Bank, National AssociationJunction National BankKEB Hana Bank USA, National AssociationKey National Trust Company of DelawareKeyBank National AssociationKingston National BankKleberg Bank, National AssociationKress National BankLake Forest Bank & Trust Company, National AssociationLakeside National BankLamar National BankLandmark National BankLCNB National BankLeader Bank, National AssociationLedyard National BankLegacy National BankLegacy Trust Company, National AssociationLegend Bank, National AssociationLiberty National Bank, IALiberty National Bank, OHLiberty National Bank, OKLlano National BankLone Star Capital Bank, National AssociationLone Star National BankLos Alamos National BankLubbock National BankMalvern Bank, National AssociationMason City National BankMB Financial Bank, National AssociationMcCook National BankMccurtain County National BankMercantil Bank, National AssociationMercantil Trust Company, National AssociationMerchants Bank of California, National AssociationMerchants Bank, National AssociationMidamerica National BankMidFirst BankMidsouth Bank, National AssociationMidstates Bank, National AssociationMidwest Bank, National AssociationMillbury National BankMinnesota National BankMinnstar Bank National AssociationMission National BankModern Bank, National AssociationMontgomery Bank, National AssociationMoody National BankMorgan Stanley Bank, National AssociationMorgan Stanley Private Bank, National AssociationMountain Valley Bank, National AssociationMUFG Union Bank, National AssociationNatbank, National AssociationNational Advisors Trust CompanyNational BankNational Bank & TrustNational Bank of Commerce, ALNational Bank of Commerce, WINational Bank of New York CityNational Bank of PetersburgNational Bank of St. AnneNational Cooperative Bank, N.A.National Exchange Bank and TrustNational UnitedNative American Bank, National AssociationNBT Bank, National AssociationNebraskaland National BankNeighborhood National Bank, CANeighborhood National Bank, MNNeuberger Berman Trust Company National AssociationNeuberger Berman Trust Company of Delaware National AssociationNew Covenant Trust Company, National AssociationNew Horizon Bank, National AssociationNew Omni Bank, National AssociationNewfield National BankNewfirst National BankNexTier Bank, National AssociationNicolet National BankNorth Georgia National BankNorthern California National BankNorthern Interstate Bank, National AssociationNorthwestern Bank, National AssociationOak View National BankOceanFirst Bank, National AssociationOld Dominion National BankOld National BankOld Plank Trail Community Bank, National AssociationOld Point Trust & Financial Services, National AssociationOld Second National BankOne Bank & Trust, National AssociationOzona National BankPacific National BankPanola National BankPatriot Bank, National AssociationPeoples National BankPeoples National Bank of KewaneePeoples National Bank, N.A.People's United Bank, National AssociationPike National BankPikes Peak National BankPioneer Trust Bank, National AssociationPNC Bank, National AssociationPost Oak Bank, National AssociationPowell Valley National BankProgressive National BankQuail Creek Bank, National AssociationQuantum National BankQueensborough National Bank & Trust CompanyRabobank, National AssociationRamsey National BankRange Bank, National AssociationRaymond James Bank, National AssociationRaymond James Trust, National AssociationRBC Bank (Georgia), National AssociationRecontrust Company, National AssociationRelyance Bank, National AssociationResource Bank, National AssociationRockefeller Trust Company, National AssociationSafra National Bank of New YorkSantander Bank, National AssociationSaratoga National Bank and Trust CompanySavannah Bank National AssociationSchaumburg Bank & Trust Company, National AssociationSeacoast National BankSeaside National Bank & TrustSecurian Trust Company, National AssociationSecurity First National Bank of HugoSecurity National BankSecurity National Bank of OmahaSecurity National Bank of South DakotaSecurity National Trust Co.Shamrock Bank, National AssociationSignature Bank, National AssociationSkyline National BankSNB Bank, National AssociationSolera National BankSouth Central Bank, National AssociationSouthCrest Bank, National AssociationSoutheast First National BankSouthtrust Bank, National AssociationSouthwest National BankSouthwestern National BankSt. Martin National BankState Street Bank and Trust Company National AssociationState Street Bank and Trust Company of California, National AssociationStearns Bank Holdingford National AssociationStearns Bank National AssociationStearns Bank Upsala National AssociationSterling National BankStifel Trust Company Delaware, National AssociationStifel Trust Company, National AssociationStillman Banccorp National AssociationStockmens National Bank in CotullaStroud National BankSummit Bank, National AssociationSummit National BankSunflower Bank, National AssociationSunrise Banks, National AssociationSuperior National Bank & Trust CompanySwineford National BankSynovus Trust Company, National AssociationT Bank, National AssociationTCF National BankTCM Bank, National AssociationTD Bank USA, National AssociationTD Bank, National AssociationTerrabank National AssociationTexan Bank, National AssociationTexana Bank, National AssociationTexas Advantage Community Bank, National AssociationTexas Capital Bank, National AssociationTexas Citizens Bank, National AssociationTexas Gulf Bank, National AssociationTexas Heritage National BankTexas National Bank, Mercedes, TXTexas National Bank, Sweetwater, TXTexas National Bank of JacksonvilleTexas Republic Bank, National AssociationTexstar National BankThe American National Bank of Mount PleasantThe American National Bank of TexasThe Atlanta National BankThe Bank National AssociationThe Bank of New York Mellon Trust Company, National AssociationThe Bradford National Bank of GreenvilleThe Brady National BankThe Brenham National BankThe Camden National BankThe Canandaigua National Bank and Trust CompanyThe Carlsbad National BankThe Central National Bank of PoteauThe Chicago Trust Company, National AssociationThe Citizens First National Bank of Storm LakeThe Citizens National BankThe Citizens National Bank of BlufftonThe Citizens National Bank of HammondThe Citizens National Bank of HillsboroThe Citizens National Bank of LebanonThe Citizens National Bank of McConnelsvilleThe Citizens National Bank of MeridianThe Citizens National Bank of Park RapidsThe Citizens National Bank of QuitmanThe Citizens National Bank of SomersetThe Citizens National Bank of WoodsfieldThe City National Bank and Trust Company of Lawton, OklahomaThe City National Bank of Colorado CityThe City National Bank of MetropolisThe City National Bank of San SabaThe City National Bank of Sulphur SpringsThe City National Bank of TaylorThe Clinton National BankThe Comanche National BankThe Commercial National Bank of BradyThe Conway National BankThe Delaware National Bank of DelhiThe Ephrata National BankThe Fairfield National BankThe Falls City National BankThe Farmers and Merchants National Bank of FairviewThe Farmers and Merchants National Bank of NashvilleThe Farmers National BankThe Farmers' National Bank of CanfieldThe Farmers National Bank of DanvilleThe Farmers National Bank of EmlentonThe Farmers National Bank of LebanonThe Fayette County National Bank of FayettevilleThe First Central National Bank of St. ParisThe First Citizens National Bank of Upper SanduskyThe First Farmers National Bank of WaurikaThe First Liberty National BankThe First National Bank, Mattoon, ILThe First National Bank, Vandalia, ILThe First National Bank & Trust Co. of Iron MountainThe First National Bank and Trust Co.The First National Bank and Trust CompanyThe First National Bank and Trust Company of Broken ArrowThe First National Bank and Trust Company of MiamiThe First National Bank and Trust Company of NewtownThe First National Bank and Trust Company of OkmulgeeThe First National Bank and Trust Company of VinitaThe First National Bank at ParisThe First National Bank at St. JamesThe First National Bank in AmboyThe First National Bank in CarlyleThe First National Bank in CooperThe First National Bank in CrestonThe First National Bank in FalfurriasThe First National Bank in MarlowThe First National Bank in Sioux FallsThe First National Bank in StauntonThe First National Bank in TremontThe First National Bank in TrinidadThe First National Bank of AbseconThe First National Bank of AllendaleThe First National Bank of AnsonThe First National Bank of ArenzvilleThe First National Bank of AspermontThe First National Bank of AssumptionThe First National Bank of AvaThe First National Bank of BallingerThe First National Bank of BangorThe First National Bank of BarryThe First National Bank of BastropThe First National Bank of BeevilleThe First National Bank of BellevueThe First National Bank of BellvilleThe First National Bank of BeloitThe First National Bank of BemidjiThe First National Bank of BlanchesterThe First National Bank of BrooksvilleThe First National Bank of BrownstownThe First National Bank of BrundidgeThe First National Bank of BuhlThe First National Bank of CarmiThe First National Bank of CokatoThe First National Bank of ColeraineThe First National Bank of CowetaThe First National Bank of DennisonThe First National Bank of DightonThe First National Bank of DozierThe First National Bank of DrydenThe First National Bank of DurangoThe First National Bank of Eagle LakeThe First National Bank of EldoradoThe First National Bank of Elk RiverThe First National Bank of ElmerThe First National Bank of ElyThe First National Bank of EvantThe First National Bank of FairburyThe First National Bank of FairfaxThe First National Bank of FlemingThe First National Bank of FletcherThe First National Bank of FloydadaThe First National Bank of Fort SmithThe First National Bank of FrederickThe First National Bank of GermantownThe First National Bank of GilbertThe First National Bank of GilmerThe First National Bank of GirardThe First National Bank of GordonThe First National Bank of GranburyThe First National Bank of GraysonThe First National Bank of GrotonThe First National Bank of Hartford, ALThe First National Bank of Hartford, WIThe First National Bank of HarveyvilleThe First National Bank of HebbronvilleThe First National Bank of HenningThe First National Bank of HookerThe First National Bank of HopeThe First National Bank of Hughes SpringsThe First National Bank of HugoThe First National Bank of HutchinsonThe First National Bank of Izard CountyThe First National Bank of JacksonThe First National Bank of JeaneretteThe First National Bank of JohnsonThe First National Bank of KempThe First National Bank of LaconThe First National Bank of Lawrence County at Walnut RidgeThe First National Bank of LaytonThe First National Bank of Le CenterThe First National Bank of LindsayThe First National Bank of LipanThe First National Bank of LitchfieldThe First National Bank of LivingstonThe First National Bank of Long IslandThe First National Bank of LouisburgThe First National Bank of Manchester, KYThe First National Bank of Manchester, TNThe First National Bank of ManningThe First National Bank of McConnelsvilleThe First National Bank of McHenryThe First National Bank of McIntoshThe First National Bank of MertzonThe First National Bank of Middle TennesseeThe First National Bank of MilacaThe First National Bank of MontereyThe First National Bank of MoodyThe First National Bank of Moose LakeThe First National Bank of Mount DoraThe First National Bank of Mount VernonThe First National Bank of Nevada, MissouriThe First National Bank of NorthfieldThe First National Bank of OkawvilleThe First National Bank of OneidaThe First National Bank of OrwellThe First National Bank of OsakisThe First National Bank of OttawaThe First National Bank of PandoraThe First National Bank of Park FallsThe First National Bank of PawneeThe First National Bank of PeterstownThe First National Bank of Powhatan PointThe First National Bank of PrimgharThe First National Bank of ProctorThe First National Bank of QuitaqueThe First National Bank of RaymondThe First National Bank of RembrandtThe First National Bank of Russell SpringsThe First National Bank of SandovalThe First National Bank of Scott CityThe First National Bank of SedanThe First National Bank of ShinerThe First National Bank of SonoraThe First National Bank of South MiamiThe First National Bank of SpartaThe First National Bank of SpearvilleThe First National Bank of St. IgnaceThe First National Bank of StantonThe First National Bank of Sterling CityThe First National Bank of StiglerThe First National Bank of SuffieldThe First National Bank of SycamoreThe First National Bank of SyracuseThe First National Bank of TahokaThe First National Bank of Tom BeanThe First National Bank of TrentonThe First National Bank of TrinityThe First National Bank of WakefieldThe First National Bank of WasecaThe First National Bank of WaterlooThe First National Bank of WaverlyThe First National Bank of WaynesboroThe First National Bank of WeatherfordThe First National Bank of WilliamsonThe First National Bank of WoodsboroThe First National Bank of WynneThe First, A National Banking AssociationThe Fisher National BankThe Glenmede Trust Company, National AssociationThe Goldman Sachs Trust Company, National AssociationThe Granger National BankThe Granville National BankThe Havana National BankThe Home National Bank of ThorntownThe Hondo National BankThe Honesdale National BankThe Huntington National BankWells Fargo Bank, National AssociationWells Fargo Delaware Trust Company, National AssociationWells Fargo Financial National BankWells Fargo Trust Company, National AssociationWest Texas National BankWest Valley National BankWestern National Bank, Cass Lake, MNWestern National Bank, Duluth, MNWestern National Bank, NEWheaton College Trust Company, National AssociationWilmington Trust, National AssociationWinter Park National BankWNB Financial, National AssociationWoodforest National BankWoodlands National BankWorthington National BankOtherDoes this bank have third party access? Yes No Business Assets Business Owned Vehicles Cash Intangible Assets (listed on a balance sheet) Other Select AllBusiness Assets Other Business Liabilities Business Credit Cards (even if paid off monthly) Business Line(s) of Credit Business Loan(s) Business Vehicles (not owned) Business Debts Investor Payments Owed Other Select AllBusiness Liabilities Other How is your current financial information kept? Another Bookkeeping Company Quickbooks Online Quickbooks Desktop Spreadsheet Other How is your current financial information kept – Other Name of other Bookkeeping Company What software is your current Bookkeeping company usingSelect current software of other bookkeeping companyFreshbooksHouseCall ProNetSuiteQuickbooks OnlineQuickbooks DesktopQuickenSage IntacctvCitaXeroZoho BooksUnknownOtherOther bookkeeping software Who currently prepares your business taxes? CPA (accountant) Software (Self or other Team Member) Tax-Prep Service Tax Attorney N/A Current CPA's Information First Last CPA's Email CPA's PhoneTax Preparation SoftwareSelect Software ServiceComplete TaxCredit KarmaFreeTaxUSAH & R Block Tax SoftwareJackson HewittLiberty TaxTaxActTaxSlayerTurboTaxOtherOther Tax Preparation Software Tax Preparation ServiceSelect Tax Preparation ServiceH & R BlockJackson HewittLiberty TaxLocal Tax Preparation BusinessOtherOther Tax Preparation Service Are you co-mingling any expenses with your business?NoYesPlease explain how you are co-mingling business expensesHow will you be paying for your SBS Services*Credit CardACHOtherReal Estate InformationDoes your current Bookkeeping Company work with the Brokerage Administrator (MCA)NoYesOtherExplain current relationship with Brokerage Administrator (MCA)Does your team have any expansion locations?NoYesExpansion InformationHow many transactions did you close last year0-5051-149150-249250-349350+How many transactions do you anticipate closing this year?Are you doing any "fix and flip" or "buy and hold" properties through this business?NoNo, not through this entityYesExplain "fix and flip" or "buy and hold" strategyDo you have any transaction commission reductions?NoYesTransaction Commission Reduction(s) Admin Fee BPOL (Business, Professional and Occupational License) Broker Fee B&O (Business & Occupation) Charitable Contributions City Tax Concessions E&O (Errors and Omissions) Franchise Fee Home Warranty Office invoices paid via commissions Retirement Funds Scrivener Fee Transaction Coordinator Fee Transaction Fee Transaction Splits Other Revenue PaymentHiddenHow do you receive Revenue? Cash Credit Card ACH Check Other HiddenRevenue Other Source HiddenWho is your Merchant Servicer? HiddenHow is your Merchant fee removedA fee is removed from individual depositsOne lump sum each monthHiddenWhat Internal System do you use to track people who owe you money? We do not have receivables Excel Spreadsheet/ Google Docs Invoicing Software Other HiddenOther Internal System to track people who are paid money Payment and Service Level InformationBookkeeping Service List* The Entrepreneur The Professional The Real Estate Rain Maker Empire Reports Flip Property Tracking & ROI Rental Property Tracking Monthy Financial Webinar Quarterly Financial Webinar Reason for signing up for SBS ServicesFiscal Year SBS is to begin work20242025Date SBS to begin work* MM slash DD slash YYYY Regular Monthly Fee will be charged the first day of the next month listedIs this a quarterly contract? Yes Month of Current Year Clean-up will Start MM slash DD slash YYYY Month of Current Year Clean-up will be completed through MM slash DD slash YYYY Current Year Quarterly Clean-up will Start MM slash DD slash YYYY Current Year Quarterly Clean-up will be completed through the following: MM slash DD slash YYYY Administrative Contract Fee* Standard fee $499. Don’t include “$” before dollar amount. You can type in “Discounted” after amount.Monthly FeeQuarterly FeeTotal Discount For Current YearThis is not Per Month or Quarter, this is the TOTAL Discount for the entire yearPrevious Year(s) Catch-up Fee*ONLY for previous year(s), not current year. Enter 0 if no catch up fee.Notes regarding pricing Client WILL see Format as needed with capitals, asterisks, etc. If nothing entered, it will be a blank box below pricing.Would you like to send this company SBS sample report(s)? Yes Is this an IEB Contract Yes Miscellaneous Business Information t Streamlined Business Solutions does: Ensure Accuracy of your financials for tax reporting purposes Help you understand the story for you as a business owner so you can make decisions We want to do 95% of the financial information work for you and not have to ask you any questions We need third party bank access We do the financial data entry Bank Reconciliations Preliminary financial reporting We may have questions as to what category an expense is We look at the GCI with the Broker Admin (MCA) for you and your agents We will follow 1099 each month. We don't want you to pay taxes on money that you didn't receive. We look at Cap dollars Company Royalty Other fees, etc We will send you a copy of the final numbers each month that looks like a detailed P & L once you answer any questions What Streamlined Business Solutions does: Ensure Accuracy of your financials for tax reporting purposes Help you understand the story for you as a business owner so you can make decisions We want to do 95% of the financial information work for you and not have to ask you any questions We need third party bank access We do the financial data entry Bank Reconciliations Preliminary financial reporting We may have questions as to what category an expense is We will send you a copy of the final numbers each month that looks like a detailed P & L once you answer any questions Any additional information to note regarding the business:Call completed by:TanaDavid
