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About Us
Services
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Contact

Schedule Your Consultation

Home
About Us
Services
Pricing
Contact

Schedule Your Consultation

Before you schedule a call

Let's make sure we're a good fit

Answer a few quick questions so we can understand your business and recommend the right next step.

Question 1/11

What is your annual revenue?

Under $500K $500K – $2M $2M – $10M $10M+

Question 2/11

What best describes your current accounting setup?

Nothing in place – that’s why I’m here! Bookkeeper only Small accounting team Full team (Bookkeeping, Controller, CFO, Payroll, HR) Outsource to accounting firm

Question 3/11

What kind of support are you looking for?

Cleanup / catch-up work Ongoing bookkeeping Full accounting team support Strategic / CFO-level guidance Payroll / HR support Tax services only

Question 4/11

How confident are you in your financials and tax filings?

Not confident at all Somewhat confident Very confident

Question 5/11

How long does it take to receive monthly financials?

I don’t receive them 30+ days 15–30 days Under 15 days

Question 6/11

Do you normally file a tax extension for business and personal tax filings?

Yes No I’m unsure

Question 7/11

Which systems are you currently using?

Accounting

AP Processing

Payroll

Cloud Data Storage (Google Drive, SharePoint, OneDrive, RDT, etc.)

Question 8/11

What are your biggest challenges right now? Select up to 2

Inaccurate or messy books Lack of reporting/visibility Managing internal team Cash flow issues Tax planning Scaling operations

Question 9/11

Are you planning any major changes in the next 12 months?

Growth / expansion Fundraising or sale Hiring finance team No major changes

Question 10/11

What is your expected monthly budget for accounting support?

$1,000 – $3,000 $3,000 – $5,000 $5,000 – $7,500 $7,500 – $10,000 $10,000 +

Question 11/11

How soon are you looking to get started?

ASAP Within 30 days 1–3 months Just exploring

Before we begin

Where can we reach you?

Full Name

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725.258.2848
Mon - Fri: 8:00 am - 4:00 pm Sat & Sun: Closed
info@pbtsi.com
1180 N. Town Center Dr., Suite 100 Las Vegas, NV 89144

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