New Client Form
Full name
*
First Name
Last Name
Business Type
*
Real Estate Agents & Brokerages
Property Managers (LTR, STR, Hospitality)
Real Estate Investors & Flippers
Real Estate Attorneys & Law Firms
Developers, Contractors, and Escrow Firms
Boutique Inns, Bed & Breakfasts, and Vacation-Rental Operators
Group Homes
Business Name & Location
*
Name
Address (Must be in California or Washington)
Email
*
Phone Number
*
Current accounting system
*
Biggest challenge (cash flow, taxes, bookkeeping, etc)
*
Submit
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