What type of accounting services do you require?
Tax preparation Bookkeeping Financial planning Auditing Consulting
How often do you prefer to meet with your accountant?
Monthly Quarterly Annually As needed I prefer virtual meetings
What software do you currently use for accounting?
QuickBooks Xero FreshBooks Wave Excel/Spreadsheets
What industry does your business operate in?
Retail Real Estate Technology Healthcare Hospitality
All set, how can we reach you?
Name
Email
Phone
(Details here)
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