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Client Questionnaire
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10
Questions
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1
Name
*
This field is required.
First Name
Last Name
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2
What is your email address?
*
This field is required.
example@example.com
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3
What is your phone number?
*
This field is required.
Please enter a valid phone number.
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4
What services are you interested in?
*
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Monthly Bookkeeping
Tax Filing
Payroll
CFO / Business Growth
Tax Planning
Other
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5
What industry are you in?
*
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6
What is your annual revenue?
*
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$0 - $100K
$100K - $500K
$500K - $1M
$1M-3M
$3M-5M
More than $5M
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7
Who has been doing your accounting (bookkeeping, taxes) and why are you making a change?
*
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8
What's the biggest obstacle in your business?
*
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9
When are you ready to get started?
*
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Right away
Within the next month
More than a month from now
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10
Please provide any additional information you think is important.
*
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