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Seasonal Accounting Cleanup with Grace Financial

Name

Phone Number

Email

Company Name

Please describe your BIGGEST pain point regarding finance & accounting.

How many years of accounting clean up are you needing?

How many bank accounts will need to be cleaned up?

Annual Gross Revenue (Previous Year)

Revenue Goal for This Year (or Next 12 Months)

Do you have an accounting team or professional to support you?

Do you have an accounting team or professional to support you?
A
B

Do you anticipate needing additional accounting support?

Do you feel confident about making financial decisions? Explain why or why not.

What are the top 3 finance issues that you run into regularly?

What is your BIGGEST pain point that you want to resolve in your finances?

New Client Deposit

Remaining invoices will be disbursed after Grace Financial reviews your submission.

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