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What is your Gross Annual Business Revenue / Sales?

What is your average number of business transactions per month?

How many business bank accounts & credit cards do you have?

How many capitalized assets?

How many business loans?

Do you currently use QuickBooks Online?

Do you utilize third party apps and software that connect to your QuickBooks Online?

If Yes - what apps / software do you use

If No - would you like to learn more about Software Integration & Implementation to help streamline your business? (ie: Bill.com, Shopify, Settle, Stripe, etc…)

Are your books up to date (if you require a “Bookkeeping Clean-Up” Engagement, select “No”)?

Are you interested in Bookkeeping Consultation Services?

Are you interested in receiving monthly Financial Reports?

Are you interested in Advisory Services?

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