New Business Client Pre-Qualifier Questionnaire
Business Client Intake Form
Email address *
Name (Last, First) *
Business name *
Business Telephone Number *
Business Email Address *
Position in the company *
Required
Are you the sole decision maker in your business/firm? *
How did you hear about us? *
What problem or concern prompted you to call here today? *
Are you currently working with an accountant? *
Did you run this by them? *
What 3 main challenges did you have with your current or previous accountant? *
Please give us a general idea of your situation. (What type of business do you own? What type of business is this? What is the number 1 thing you are stressed about?) *
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