Client Introduction Form Company InformationCompany Contact InformationPrimary Owner Name(Required) First Last Primary Contact Name(Required) First Last Primary Contact Email Address(Required) Person Authorized to sign Contract(Required) First Last Person Authorize to sign Contract's Email Address(Required) 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(Required)Business Structure InformationWhat is the primary industry of your business?(Required)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 ServicesAutomotiveOtherWhat 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(Required)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(Required) Business Entity Type(Required)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?(Required)Owner's Profit (only)Salary (only)Commissions Earned (only)OtherPayment ExplainedWas there an initial capital investment in the business(Required)NoYesExplanation of Capital InvestmentWhat year was the business founded? Have the prior calendar year's taxes already been filed?(Required)NoYesWhat is the last calendar year taxes that have been filed?20232022202120202019201820172016201520142013OtherN/ADo you have any W2 employees?(Required)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(Required) Yes No Miscellaneous Business Structure Notes (not on contract)Financial InformationWhere do you bank? Does this bank have third party access? Yes No Click here if you have an additional Bank: Additional Bank Second Bank Account Does this bank have third party access? Yes No Click here if you have an additional Bank: Additional Bank Third Bank Account Does this bank have third party access? Yes No Click here if you have an additional Bank: Additional Bank Fourth Bank Account Does this bank have third party access? Yes No Click here if you have an additional Bank: Additional Bank Fifth Bank Account Does this bank have third party access? Yes No Click here if you have an additional Bank: Additional Bank 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(Required)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?Tier 1 – 0-50 Units= $200 Tier 2 – 51-149 Units= $300 Tier 3 -150-249 Units= $400 250+ Units= Custom PricingAre 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 Revenue PaymentHow do you receive Revenue? Cash Credit Card ACH Check Other Revenue Other Source Who is your Merchant Servicer? How is your Merchant fee removedA fee is removed from individual depositsOne lump sum each monthWhat Internal System do you use to track people who owe you money? We do not have receivables Excel Spreadsheet/ Google Docs Invoicing Software Other Other Internal System to track people who are paid money Payment and Service Level InformationBookkeeping Service List(Required) 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(Required) 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(Required) 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(Required)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
