← Back to overview Secure
1 Qualify2 Review & sign3 Pay4 Onboard
Step 1 · Confirm your fit

See if the Health Check fits your business.

A few quick questions confirm your situation matches this fixed-fee engagement — so when you pay, there are no surprises. Takes about 90 seconds.

Your situation

There are no wrong answers — this only helps us route you correctly.

01 What type of entity is your business?
02 How many business entities do you have?
03 How many states do you operate in?
04 How many business bank accounts?The fixed fee covers up to 2 bank accounts.
05 How many business credit cards?The fixed fee covers up to 2 credit cards.
06 How many months behind are your books?
07 What accounting software do you use?
08 Do you run payroll?
09 Do you collect sales tax?
10 Are your prior-year tax returns filed?
11 Are you in an active dispute with the IRS or a state agency?

Where do we send your confirmation?

No payment yet — this only confirms scope.