Client Interest Form
Hello! My name is Kristy and I'm so happy you're here! I can't wait to jump on a quick call with you so I can learn about you and your company and what I can do to help your business grow. Just do me a quick favor, and please complete the form below. Thank you for your help with this important step. Have a great day and we'll talk soon!
Your Name
*
First Name
Last Name
Legal Business Name
*
Business Industry
*
Tax Entity Type
*
Email Address
*
Confirmation Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
What kind of support are you looking for? Select all that apply.
*
Basic monthly bookkeeping services (categorizing transactions, balancing accounts, and generating financial reports)
Accounts Receivable (invoicing customers, processing payments, collections, etc)
Accounts Payable (paying expenses and bills, submitting purchase orders, etc)
FREE Diagnostic Review
CleanUp (fixing errors and messy books)
Catchup (getting your incomplete books up-to-date)
Payroll
Not completely sure
Other (anything not listed here)
How soon are you needing help with these services?
*
Please Select
As soon as possible
In the next couple of months
I'm just shopping around
What accounting software are you currently using?
*
Please Select
QuickBooks Online
Xero
Excel spreadsheet
Not currently tracking anything
Other
How did you hear about us?
*
Please Select
KSL
Instagram
Facebook
Our website
Referral from friend/business owner
Other
Do you have any questions or is there anything I should know before we further discuss your business needs?
Submit
Should be Empty: