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Name

Phone Number

How did you hear about me?

Tell me about your business. What do you do? How long have you been in business?

What makes NOW the right time to get help with your bookkeeping?

Which of the following is the biggest motivator for outsourcing your bookkeeping?

What stresses you out most about the current state of your books?

How would you feel if your books were handled and under control?

How are you currently keeping track of your books?

Approximate gross annual revenue

Less than $100k

$100k - $250k

$250k - $500k

$500k+

Approximately how many transactions does your business have per month (including business checking, savings, PayPal/credit card)

If we decide that working together is a good fit, when will you be ready to start?

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