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Interest Form - Bookkeeping & Advisory

Business Overview

What is your full name?

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What is your legal business name?

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What is your preferred email address for communication?

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What is your phone number?

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What industry or type of services/products does your business offer?

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Financial Operations

Do you currently use any accounting software?

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QuickBooks Online

QuickBooks Desktop

Xero

Wave

None

Other

How often do you want financial statements?

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Monthly

Quarterly

Annually

One-time cleanup

Not sure yet

Do you have any employees (W-2)?

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Yes

No

Do you file sales tax returns?

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Yes

No

Current Challenges & Goals

What are your biggest pain points or frustrations when it comes to managing your books?

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What goals do you have for working with an accountant?

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Are there any upcoming changes or decisions in your business that you'd like guidance on?

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Untitled checkboxes field

By submitting this form, you acknowledge that you are providing information for the purpose of receiving bookkeeping and advisory services. Submission of this form does not create a binding engagement.

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