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Intake Questionnaire
Your personal information will be kept private and only used for By the Book Accounting Firm.
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Email *
Please explain any challenges you are currently having. *
Name *
Phone Number *
Name of Business & Entity Type *
Business Industry *
Have you previously worked with an accountant? *
Are you currently using any bookkeeping and/or accounting software? *
Do you have payroll? *
Do you have inventory? *
Do you pay sales and use tax? *
Are your taxes up to date? *
A copy of your responses will be emailed to the address you provided.
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