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Name

Phone Number

How did you hear about me?

Business Name

Website or Social Media Handle

Are you based in the US?

Are you the only owner?

Tell me about your business. What do you do? Is this your full-time job or a side venture? How long have you been in business?

What makes now the right time to get help with your bookkeeping?

Describe what you're looking for in a bookkeeper, if you know.

How are you currently keeping track of your books?

Are you currently working with a tax preparer?

Do you sell any physical products?

If we decide that working together is a good fit, when will you be ready to start?

Which services are you in the market for?

Do you have anything else to ask or tell me?

Check this box to acknowledge that pricing varies based on your business. If your current books need to be cleaned up or caught up, there may be an additional set-up fee.

Check this box to acknowledge that I do not provide income tax services.

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