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Are we a good fit?

Answer a few quick questions to see if we are a good fit to work together.

Full Name

Email

Phone (Optional)

Business Name

Entity Type

Which bookkeeping software do you use, or want to use?

How many bank/credit card accounts are connected?

What do you do?

What type of service?

Years in Business

Annual Revenue

Do you have a separate business bank account?

Anything else you would like to share?

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