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First Name
Last Name
Email
Phone
Business Name
What type of business do you operate?
Do you or your current accountant use accounting software? If so, which of the following do you use?
QuickBooks Desktop
QuickBooks Online
Other (describe below)
None At This Time/Manual Tracking
What services are you needing at this time? (multiple options, pick at least one)
Accounting Software Set-Up
Bookkeeping Catch-Up/Clean-Up
Ongoing Bookkeeping Services
Other (describe below)
Please share any other relevant details that may help us understand your situation, the type of help you are looking for, and what your top frustrations with your current books may be.
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