Purpose: We collect this information in order to provide a roster to all members to use for reference either in seeking professional assistance or referring to a potential client. Contact information only can be included in website upon your approval, please be sure to note your choice below.
Name: ________________________________________________________________________________ Company Name:______________________________________________________________________ Email Address: _______________________________________________________________________ Website: ______________________________________________________________________________ Telephone: _______________________________ City: ______________________________________ Do you want above contact information included on our website? Yes _______ No_______ Number of years in accounting and bookkeeping business: _______ Certifications and licenses: AIPCB _______ CPA _______ Enrolled Agent _______ QuickBooks Desktop Certified ProAdvisor _______ QuickBooks Online Certified ProAdvisor ______ QuickBooks Advanced Certified ProAdvisor _______ Xero Advisor _______ Other (describe): _____________________________________________________________ Areas of specialization (please check all that apply): Construction _______ e-Commerce _______ Fiduciary Services _______ Inventory _______ Non-Profit _______ Payroll _______ Professional Services _______ Real Estate _______ Restaurants _______ Retail _______ Sports/Health _______ Tax Preparation _______ Other _______________________________________________________________________ Accounting and Add On programs or applications in which you are proficient: Bill.com _______ Concur _______ Expensify _______ T-Sheets _______ Shopify _______ Other (list) _______ Â Locations you prefer to work: Marin: Central _______ North_______ West_______ South_______ San Francisco _______ Sonoma_______ East Bay_______ Remote/Anywhere_____
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