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Name

First Name

Last Name

Business

Email Address

Phone

(###)

###

####

Current System

What system are you currently using to look after your books?

Current Bookkeeper

Who currently completes the work?

Employees

How many employees does the business have (payroll)?

Payroll Frequency

How often do you pay your employees?

Bank Accounts

How many bank accounts does the business use? TIP: Count credit cards as one bank account

On-going Bookkeeping

Would you like our assistance from month-to-month?

Message

Anything else we should know?