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Welcome to Modern Accountants

To kickstart our journey together, we invite you to share some essential information about your business. Please take a moment to fill out a brief form by clicking on the link below:

Client Intake

1. what is the name of your business?^*

2. Is your business registered in the state of Florida?^*
Yesother

3. What Industry is your business in?^*
eCommerceRestaurantBrokerageProfessional ServicesSpecialty Trade Servicesother

4. What were your company's gross sales last year?^*

5. Did your business file a tax return last year?^*
YesNo

6. What accounting software do you currently use?^*
QuickBooks OnlineQuickBooks DesktopOther

7. Do you carry inventory?^*
YesNo

8. Do you have payroll?^*
YesNo

9. What banks does your business work with?^*

10. Enter your name^*

11. Phone number^*

12. Email address^*

13. How did you find out about our website?^*
Intuit DirectorySocial MediaColleagues/PeersSearch Engineother

14. Additional comments or requirements^*

Rest assured, your information will remain confidential and will be used solely to connect you with the appropriate team member who will schedule a consultation with you.

Our dedicated team members are eager to connect with you and provide the expertise you need to succeed. By completing the form, you're taking the first step toward a successful partnership with Modern Accountants.

Mailing Address:

10299 Southern Blvd.
Ste. 212221
Royal Palm Beach, FL 33411

Connect:

CAS Services:

Business Compliance
Business Intelligence
Business Strategies

Industries Served:

eCommerce
Restaurant
Gas Stations
Professional Services