TAD provides free consultation
regarding your outsourced needs.


Our consultation is designed to get to know your business. We don't think it is enough
to simply ask you how many bills you pay and how many invoices you send out. Based
on our 15 years of experience, we know the best and most cost effective service should
be designed to meet your specific needs.

Please take a few moments to fill out the following form, so that we can get started.
Our representative will contact you within 48 hours.

COMPANY NAME:


YOUR NAME:


POSITION:


EMAIL ADDRESS:


PHONE NUMBER:


STATE LOCATED:


MULTIPLE STATE LOCATIONS:
Yes No

COMPANY DESIGNATION:


SCOPE OF BUSINESS:


HOW LONG HAS YOUR COMPANY BEEN IN BUSINESS?:


NUMBER OF ACCOUNTS PAYABLE TRANSACTIONS PER MONTH:
(How many checks or online bill payments do you make?)



NUMBER OF ACCOUNTS RECEIVABLE TRANSACTIONS PER MONTH:
(These are actual invoices that you send to clients. Please do not include payments
made via web or credit card receipts.)



NUMBER OF EMPLOYEES:
(If you have seasonal emplyees add them for now, and we can discuss in more detail.)



WHAT ACCOUNTING SOFTWARE ARE YOU CURRENTLY USING:


WHY LOOKING TO OUTSOURCE: (Choose all that apply.)
Cost Savings
Better Financial Reporting
Better Tax Planning
Cash Management
Other

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