Client Interest Form
Please complete the following form to provide valuable insights into your business and bookkeeping needs. Your input is essential to tailor my services effectively. After you submit your responses below, you will receive an email to book your FREE 15-minute discovery call so we can discuss the services that best suit your needs and to ensure that we are a good fit! 
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Email *
First Name  *
Last Name  *
Legal Business Name  *
Where are you located? (State) *
If you have a business Instagram account, share your username so we can connect! *
Tell me a little bit about your business. How long have you been in business? What do you do? *
How are you currently keeping track of your books?  *
Required
What has inspired you to consider outsourcing your bookkeeping needs? *
Required
Are your books currently up to date? If not, what was the last month completed? (judgement free zone here!) *
Is there anything holding you back from hiring a bookkeeper? *
What kind of service are you looking for? *
Required
If we are a good fit and you would like to move forward with bookeeping services, when are you ready to get started? *
Do you have any questions or things I should know before we hop on a call? *
Check this box to acknowledge that we do not offer tax services. *
Required
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