Your Company Information
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Your Name and Title *
Business Name *
In what industry do you operate? *
Are you the primary decision maker for the company?
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Phone number *
Business Address *
Website
Entity Type *
What size is your business in annual sales? *
Are you looking to grow?
What is your target annual revenue, and how quickly would you like to get there?
Describe your business *
What do you do? Who do you serve?
How passionate about your business are you? *
lowest
highest
How open to change are you?
lowest
highest
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How involved are you in your current bookkeeping? *
Would you like to be more or less involved in bookkeeping? *
What accounting software system do you currently use? *
What version of software are you using?
What kind of services are you looking for? *
Required
How urgent is your timeline? *
non-urgent
my books are on fire and the IRS is calling!
Who prepares your taxes?
When were your taxes last filed?
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