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Client Discovery Form

Hi there! Welcome to DE Bookkeeping Solutions! To ensure that I fully understand your needs and can provide you with the best possible service, I ask that you complete this Client Intake questionnaire.
This questionnaire is designed to gather important information about your business, your goals, and your expectations for working with me. By providing me with this information, you help me determine if we are a good fit. I appreciate your time and effort in completing this questionnaire and look forward to connecting with you.

Your Name:

Company Name:

Best way to contact you:

Tell me a little bit about your business.