New Client Contact Form

Thank you for considering Floating Magnolia Bookkeeping Services LLC! To get started, please complete this New Client Contact Form and submit it. We look forward to working with you!

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Please list (1) your name, (2) your position with the company, and (3) your contact information (email and/or phone).  What is your preference to be contacted?

Be sure to provide me with a way to contact you or you can email me with details at dianna@floatingmagnolia.com 
*
What is your company name? Also, please give me a brief description of what your company sells or services it provides.  *
If you have a company website, please list it below. *
How long has your company been in business? *
What brings you to consider my bookkeeping services and how you are hoping I can help? If you know what specific services you are wanting, please list those below.  *
Are your books current and reconciled? *
Required
What is your budget for the bookkeeping services? *
What accounting software are you currently using, i.e., QuickBooks, Wave, Xero, FreshBooks, Aplos, etc.? *
What is your timeline for getting a new accounting/bookkeeping solution in place? *
How did you find us or hear about us? Do we have someone to thank so they can receive their referral discount? *
Any additional information?
Thank you for completing this New Client Contact form. After I have had a chance to review your responses, I will reach out to you to set up an initial consultation. You can also contact me via email at dianna@floatingmagnolia.com. 

I appreciate you considering Floating Magnolia Bookkeeping Services LLC for your bookkeeping needs. As a certified QuickBooks ProAdvisor Online and Bookkeeping Professional, I offer remote freelance bookkeeping services tailored to small and medium businesses. With over five years of experience, I’m confident that I can help your business succeed.  

While I specialize in QuickBooks Online, other accounting platforms are also available for servicing. 

Thanks again and have a great day!
Thank you for contacting Floating Magnolia Bookkeeping Services LLC.  
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