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DAVIS DEVIATION

Danelle E. Davis, CPA

A TAMPA BAY FINANCIAL SERVICES FIRM

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- In-Take Form
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Fractional Services In-Take Form

Company name*

Company Type*

Sole Proprietor

LLC

LLP/General Partnership

Limited Partnership

S-Corporation

C-Corporation

Non-For-Profit Corporation

Other Partnership/JV

Company Address*

Date Business Started*

Month

Day

Year

Business Email*

Business Industry*

Number of Years in Business*

Number of Active Employees*

Number of Managers

Are your tax return filings current?*

Yes

No

Actual or Estimated Gross Income*

Are you a Owner, Member or Legal Representative of the business?*

Yes

No

Business Rep First name*

Business Rep Last name*

Business Rep Position

Business Rep Phone*

Does your company currently have an accountant/accounting department? *

Yes

No

Has your company had fractional services before?*

Yes

No

Please provide the names of all systems you currently use for accounting.

What services do you need? *

Fractional Controllership

Fractional Accounting Management

Fractional CFO Services

Fractional Staff Accountant Services

Fractional AP Clerk Services

Fractional AR Clerk Services

Fractional Accounting Assistant

Fractional Senior Accountant Services

Fractional Junior Accountant Services

Other

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Please provide any additional relevant information to your request here.

I understand the terms of the retainer.

Retainer*

$200

$275

$325

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