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Before your consultation
Full Name
Business Name
Email
Service Request:
Bookkeeping
Consulting
Business Entity:
Sole Proprietor
Partnership
LLC
C Corp
S Corp
How long have you been in business?
How do you currently do your bookkeeping and payroll?
Are your books up-to-date? Are you current on your taxes? If no, what is the last year you filed?
What accounting software do you currently use? What industry-specific software do you currently use?
What is your budget for bookkeeping? What specific services you wish for me to provide?
What would you consider your biggest headaches when it comes to your business finances?
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