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Service Request Form

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If you're not sure exactly what you're looking for, this is a good place to start. With the information you supply, we'll match the benefit you seek with the service that best provides it. If that service is one we don't offer, we'll help you find someone who does. Our Service Benefit Analysis can also help match a benefit to a service that delivers that benefit. Or you can talk with a live person if you prefer a contact other than electronic.

Confidentiality statement:  The information you send is used only for responding to you about the information you have requested and remains confidential. It is not shared or sold to any third party.


Organization Name and Address 

Your name: 

E-mail address: 

Company name: 

Address 1: 
Address 2: 


City: 

State: 

Zip Code: 

Telephone: 

Fax: 

Preferred contact method: 

Organization Information

What is your current fiscal year end? 

How many employees in your organization? 

How many accounting personnel do you have? 

How many office locations do you have? 

Do you currently have an outside accountant? 

Yes   No

What is the general nature of your business? 

Are you an SEC registrant? 

Yes   No  Don't know

 

In which industry does your organization operate? (Check all that apply.)

110 Agricultural, Livestock, Forestry & Fishing
115 Airlines
120 Auto Dealerships
125 Banking
130 Broadcasting and Entertainment
135 Brokers and Dealers in Securities
140 Brokers and Dealers in Commodities
145 Casinos
150 Colleges and Universities
155 Common Interest Realty Associations
160 Computer Software Development and Sales
165 Construction Contractors
170 Continuing Care Retirement Communities
175 Credit Union
265 Employee Benefit Plans
180 Extractive Industries - Oil and Gas
185 Extractive Industries - Mining
190 Finance Companies
195 Franchisors
200 Property and Casualty Insurance Companies
205 Government Contractors
210 Health Maintenance Organizations
216 Hospitals
217 Nursing Homes
222 HUD
225 Insurance Agents and Brokers
230 Investment Companies and Mutual Funds
235 Leasing Companies
240 Life Insurance Companies
245 Manufacturing
250 Mortgage Banking
255 Motor Carriers
260 Not-for-Profit Organizations
265 Pension Plans (including PERS and ERISA audits)
268 Personal Financial Statements
270 Professional Services
           (Doctors, lawyers, architects, engineers, etc]
275 Publishing
285 Real Estate Development
295 Real Estate Investment Trusts
300 Reinsurance Companies
305 Retail Trade
310 Savings and Loan Associations
315 Small Loan Companies
320 School Districts
325 State and Local Government
330 Telephone Companies
335 Utilities
340 Wholesale Distributors
Other 
Other 
Other 

 

Service information

Which services are you most interested in? (Check all that apply.) 

General Service Area

What individual or organizational benefit would you most like
to receive from our services?

Audit, accounting, attestation
Consulting
Tax
Technology  
Other  

Please describe the aspects of quality service that you value most from our firm. 

General Service Area

What does quality service mean to you?

Audit, accounting, attestation
Consulting
Tax
Technology  
Other  

 

Other Information (optional)

What type of technology (hardware and software) 
do you use
for producing financial information?

What other information would you like us to consider in 
identifying
the best services to offer your organization?

What additional information would 
you like
to know about our firm?

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Contacts other than electronic

If you prefer to not to send this form electronically, we'll be happy to discuss your questions by telephone. Or you can print this form and fax or mail it to either:
 
Auburn Hills Bay City Grand Rapids
Ed McKibbon
3201 University Drive, Suite 350
Auburn Hills, MI  48326
Phone: (248) 340-6050
FAX: (248) 340-6104
Dave Mikolajczak
1601 Marquette St, Suite 4
Bay City, MI 48706
Phone: (989) 676-4900
Fax: (989) 676-4949
Stephen Miller
1241 E. Beltline NE, Suite 230
Grand Rapids, MI  49525
Phone: (616) 942-6440
Fax: (616) 942-6095
 
Greater Lansing   Saginaw
 Mark Hooper  
4295 Okemos Road
Okemos, MI 48864
Phone: (517) 487-5000
Fax: (517) 487-9535
  Bill Mulders
5300 Gratiot
Saginaw, MI 48603
Phone: (989) 497-5300
Fax: (989) 497-5353
 

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