Thank you for contacting my firm.  We love the opportunity to build a business relationship with new clients.  We first need a little information from you to get started.  Please answer as well as you can to give us information that will allow us to serve you best.  Feel free to provide any additional information you feel is important for us to know about you and your business.
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Name:

 
Phone number and Complete Address *

 
What products and/or services does your company sell? *

 
What kind of entity is your business? *


 
What are your average gross revenues? *

 
How many employees do you have? And who provides your payroll services?

 
Have you utilized outsourced Bookkeeping, Management Accounting in the past?

     
 
What are you most  looking for from a CPA Firm? *

 
Which of these services are you interested in? *


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