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Malibu Accounting and CPA Quick Quote

Quotes are based on your Company’s transactions volume, financial activities, and services requested. You can contact R. Frank Miller, CPA directly to provide your information or you can complete the Client Information Form below and we will contact you with-in 48 hours.

Client Information Form

First Name*

Last Name*

Company Name

Business Mailing Address

Address Line 1

Address Line 2

City

State

Zip Code

Business Location Address

Address Line 1

Address Line 2

City

State

Zip Code

Phone Number

Fax Number

E-mail Address*

Industry of your business

Description of your business

Services Requested:

Do you want us to prepare financial statements for you?

Yes No

If yes, how often would you like us to provide financial statements to you?

Monthly Quarterly Semi-Annually Annually

What is your primary customer base of your business (contractors, engineers, doctors, etc.)?

What type of entity is your business?

Corporation S-Corporation Partnership LLC Sole Proprietorship Non-Profit Other

How many owners, members, and/or shareholders for your business?

1-10 Greater than 10

Assets Questions

How many bank accounts do you have?

1 2 3 4 5 6-10 10+

Do you accept credit cards as payment from your customers?

Yes No

If yes, how many merchant accounts do you have?

1 2 3 4 5 6-10 10+

Do you have any investments like stocks, mutual funds, etc.?

Yes No

If yes, how many investment accounts do you have?

1 2 3 4 5 6-10 10+

Do you have and maintain inventory in your business?

Yes No

If yes, how often do you count your inventory?

Do you own or lease any property and equipment such as land, buildings, automobiles, equipment, etc.

Own Lease Own and Lease No

If you selected, "Own and Lease" do you pay rent for a building and/or the office?

Yes No

Liabilities Questions

How many credit card accounts do you have that need to be reconciled?

1 2 3 4 5 6-10 10+

Do you have any loans payable to banks, creditors, shareholders, individuals, etc.?

Yes No

If yes, how many loans do you have?

Do you pay state sales or use tax?

Yes No

If yes, are you required to pay sales tax monthly, quarterly, or annually?

How many employees do you have in your business?

1 2 3 4 5 6-10 11-50 50+

How often is payroll paid?

Do you use a payroll service to prepare the payroll?

Yes No

What payroll service do you use?

QuickBooks Paychex ADP Other