New Client Questionnaire
Your name
Your email address
Your phone number
Business Entity
Are you a solo practitioner or a small law firm?
How many employees do you have?
What payroll provider do you currently use?
What bookkeeping software do you use? If you use Quickbooks, please specify which version ( Online or Desktop).
What billing software do you use?
Do you currently have a CPA?
Clear selection
Name of your CPA
What's your biggest problem with your current bookkeeping?
Approximate number of monthly financial transactions?
Other information you would like to share
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