Prospect Client Form
Date
-
Month
-
Day
Year
Date
Name of Contact
*
First Name
Last Name
Name of Owner
First Name
Last Name
Legal Company Name
*
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Format: (000) 000-0000.
Business Number
Please enter a valid phone number.
Format: (000) 000-0000.
E-mail
example@example.com
Company Website:
Referral Source
*
Please Select
Newspaper
Google
Magazine
Facebook
Twitter
LinkedIn
QuickBooks ProAdvisors
Other (Please specify...)
Industry
*
QBO/QBDesktop:
*
Inventory:
Please Select
Yes
NO
Urgency of Service:
Please Select
Low
Normal
Important
CRITICAL
Bookkeeping Services Needed:
Customized Record Keeping
Special Projects and Clean-up
Form Filing (Sales Tax, 1099s, etc)
Reporting and Budgeting
Guidance and Consultation
QuickBooks Consulting Services Needed:
On and Off-site Training
QuickBooks Set-up
File Mergers and Data Transfer
Importing and Exporting Data
Transactions per Month:
Number of Bank Accounts
Number of CC/Loans
Number of People on Payroll
Appointment
*
Notes:
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