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First Name
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Last Name
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Organization Name
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Website
Address
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Business Goals and Challenges
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Business Structure
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Sole Proprietorship
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Do you have a current bookkeeper?
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What issues do you have with your current bookkeeper?
Which financial institutions do you hold your accounts?
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Are you happy with the services from your financial institution, or looking for a recommendation?
Happy
Looking for an recommendation
Does your business run payroll?
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Yes
No
Are you happy with your current payroll provider or looking for a recommendation?
Happy
Looking for a recommendation
Are your books up to date and current?
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Accounting Software
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Quickbooks Online
Xero
Freshbooks
Other
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How many transactions go through your business each month?
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0-50
51-250
250-500
500+
What would make you happy to work with your bookkeeper each month?
Are you happy with your current accounting firm or looking for a recommendation?
Happy
Looking for a recommendation
Which accounting firm do you currently use?
Reporting Needs
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Financial statements
Budgeting
Cash Flow Projections
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Current Financial Status
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Annual Gross Revenue
Expenses
Assets
Liabilities
Equity
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