Potential Client Form
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Please select all relevant services that interest you:
Comprehensive Financial Services (Includes the following) General Ledger Maintenance, Financial Reporting and Analysis, Cash Flow Management, Daily Transaction Recording, Bank Reconciliations, Accounts Payable and Receivable Management, & One monthly call with our specialized accountant
Budgeting & Forecasting - Our Budgeting & Forecasting service offers detailed financial planning and predictive analysis. We help you track income and expenses, set financial goals, and anticipate future financial needs. This service ensures your business stays on the path to success.
Payroll Services - Our Payroll Packages streamline your business operations, ensuring accurate and timely employee payments. Enjoy precise payroll processing, tax filings, and comprehensive support, giving you peace of mind and more time to grow your business.
QuickBiz Essentials - This service streamlines your finances with this system! In just 1.5 hours, our tailored training for small businesses covers payroll, invoicing, and expense tracking. Gain confidence and control your business finances efficiently.
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