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New Client Inquiry
This form is for clients who are interested in partnering with me for MONTHLY bookkeeping only. 
I do not provide Quarterly or Bi-Annual bookkeeping services.

To book a discovery call, please complete the questions below. 

After review, I will email you my Calendly link to schedule.  
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Email *
What is your first and last name? *
What is the name of your company? *
What is your website and / or IG Handle *
What industry is your business in? *
What type of entity are you? *
What is your estimated annual revenue? *
Is this your first time working with a bookkeeper? *
How do you currently track your income and expenses? *
How many bank accounts do you currently utilize?
How many credit cards to you currently utilize?
What are you most proud of in your business finances? *
What are you most frustrated with in your business finances? *
A copy of your responses will be emailed to the address you provided.
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