Get Started With Iconis Group New Client Intake Form Step 1 of 5 20% Email* Select Booking Package*Month-End Close ($500/mo)Bookkeeping Lite ($1000/mo)Bookkeeping Plus ($1500/mo)Virtual CFO ($2000/mo) Business Name*Industry*What do you sell? What are you sources of revenue?*Annual Revenue?*Under $100,000$100,000 - $500,000$500,001 - $1,000,000$1,000,001 - $3,000,000Over $3,000,000Number of Employees?*12-56-1010-20Over 20What are your biggest challenges right now? Tell Us About Your Current Accounting SystemsWhat accounting software are you using?*QuickBooks OnlineXeroQuickBooks DesktopWhat are you using to pay your bills? Handwritten checks My bank's online billpay Credit cards Bill.com Other Tell Us About Your Current BookkeeperWho currently keeps your books?MyselfAn employee without accounting experienceAn employee with accounting experienceAn outside bookkeeperDo you think you require any cleanup or catchup work?YesNoMaybeIs there anything else you want us to know about the state of your books? Name* First Last Phone*Title*How did you hear about us?*
