New Client Questionnaire
Help us get to know you so we can help you
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Name *
Phone *
Email Address *
Do you have a bookkeeper already? *
What are you looking for in a bookkeeper? *
Do you use QBO or other software or methods? *
Do you have employees? *
Do you offer services or products or both? *
Do you carry inventory? *
Do you file sales tax? *
Do you invoice or do you get paid immediately? *
Are there any questions or concerns you would want to discuss?
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