New Client Questionnaire
We're excited about the possibility of working with you! Our mission is to empower small business owners by providing accurate and timely financials and becoming their partner to assist them to increased profits and success. Our first step is to gather some preliminary information so we can see where you're at now and where you'd like to be. Once we review the information provided we will determine together if we would make a great team. If so, we jump right in! Let's get started!
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