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Business Name *

Industry *

What do you sell? What are you sources of revenue? *

Annual Revenue? *

Number of Employees? *

What are your biggest challenges right now? *

Tell Us About Your Current Bookkeeper

Who currently keeps your books?

Myself

An employee without accounting experience

An employee with accounting experience

An outside bookkeeper

Other

Do you think you require any cleanup or catchup work? *

Is there anything else you want us to know about the state of your books?

Tell Us About Your Current Accounting Systems

What accounting software are you using? *

QuickBooks Online

Xero

QuickBooks Desktop

Other

What are you using to pay your bills?

Handwritten checks

My bank's online billpay

Credit cards

Bill.com

Other

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Best Time to Call

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