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 - $3,000,000 Over $3,000,000 Number of Employees?* 1 2-5 6-10 10-20 Over 20 What are your biggest challenges right now? Tell Us About Your Current Accounting SystemsWhat accounting software are you using?* QuickBooks Online Xero QuickBooks Desktop What 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? Myself An employee without accounting experience An employee with accounting experience An outside bookkeeper Do you think you require any cleanup or catchup work? Yes No Maybe Is 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?*
