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