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New Client Onboarding Commercial Bakery Clients
Today's Date
*
+
Client Name and Contact Information
Company Name
First Name
Last Name
Street Address
City
State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Washington DC
Zip Code
Phone Number
Email Address
Simply upload your invoices, and we'll help you lower your expenses.
Insurance
Do You Pay
Workers Comp Insurance?
Depending on
Staff
Size, Our Clients Typically
SAVE $5K-$50K.
Yes
No
I Will Drag and Drop Our Workers Comp Policy Below.
Do You Pay
Property Insurance?
Our clients typically
SAVE $2K-$20K Per Year!
Yes
No
I Will Drag & Drop My Policy Below.
Do You Pay
General/Professional/Umbrella Insurance?
Our
Clients
Typically
SAVE $5K+ Per Year.
Yes
No
I Will Drag & Drop Our Policy Below.
Do You Pay
Commercial Auto Insurance?
Save Thousands per year!
Yes
No
I Will Drag & Drop Our Policy Below Or Take A Picture with your phone.
Do you Pay
Health Insurance?
There
Are Huge Savings Available on Health Insurance Costs!
Yes
No
You may drag and drop your policy below.
Merchant Processing
Do you pay for
Credit Card Processing?
Our Clients Typically
SAVE $3K -$30K per month.
Yes
No
You may drag and drop your merchant processing bills (Here) or take a picture with your phone.
Shipping
Do You Want
Refunds for
Shipping Errors and Late Shipments?
Yes
No
You may drag and drop your shipping bills (Here) or take a picture with your phone.
TL & LTL Shipments
Do You Want Discounts and Refunds On
TL & LTL Shipments?
Yes
No
You may drag and drop your shipping bills (Here) or take a picture with your phone................................ *Note: There is a $25 monthly access fee for bakers and a $50 monthly access fee for wholesalers.....Rick will provide you with a savings quote before you sign up if desired.
Cost Segregation
Would You Like To Know More About Tax Credits Utilizing
Cost Segregation?
................................... Credits Can Be Hundreds Of Thousands of Dollars If You Own Commercial Real Estate.
Yes
No
You May Drag & Drop Your Tax Information Below For Cost Segregation Tax Credits.
Payroll Tax Credits Up To $26,000 Per Employee.
Do you want an
Employee Retention Tax Credit
Up To
$26,000 Cash Per Employee?
Yes
No
Did You Have a 20% Downturn in Business in 2021? *The ERC Credit Is In Addition to PPP Loans.
Yes
No
Did you receive a PPP load for 2020? 2021? What Were Your
Quarterly
Revenues for 2019, 2020, and 2021? This will give us a good idea if you are eligible for ERC (Employee Retention Tax Credit).
Property Tax & Workers Comp Refunds
Do you want your
Commercial Property Tax Reduced?
($1M minimum property value).
Yes
No
Let us know if you want tax savings and we will forward your information to our expert.
Do you want
Workers Comp REFUNDS?
($50K minimum insurance premium)
Yes
No
You may drag and drop your Workers Comp statement (Here) or take a picture with your phone.
Linens: Aprons, Towels, Uniforms.
Do you pay for
Linen Services?
Save Up to 50%.
Yes
No
You may drag and drop your linen bills (Here) or take a picture with your phone.
Utilities Savings
Do You Want
Gas/Electricity
Savings And Credits?
Yes
No
You may drag and drop your gas and electricity bills (Here) or take a picture with your phone.
Internet / TV / Phone / Dish/ Cable Programming
Do You Pay
Internet, TV and Phone Bills?
Save Up To 50% Without Changing Providers.
Yes
No
I will Drag & Drop My Internet, TV and Phone Bills Below or Take a Picture and Email to Phone@GPRSaves.com
Do you have Comcast / Spectrum / T-Mobile / AT&T bills? Click On The Box Below. .............................These Providers Require Specific Information Before We Are Able To Negotiate Better Rates OR Obtain Credits/Refunds For You.
Yes
No
Authorized Name on the Account
Registered Phone Number
Comcast requires a CPNI code, AT&T Requires Last 4 digits of SSN
GARBAGE
Do You Pay A
Garbage Bill?
SAVE Up To
50% Without Changing Providers.
Yes
No
I will Drag & Drop My Garbage Bills Below or Take a Picture and Email to Garbage@GPRSaves.com
ALARMS: Fire, Burglar and Elevator.
Do You Pay For
ALARMS: Fire, Burglar or Elevator Bill?
SAVE Up To
50% Without Changing Providers.
Yes
No
I will Drag & Drop My ALARMS: Fire, Burglar and Elevator Bills Below or Take a Picture and Email to Alarms@GPRSaves.com