Client Interest Form
Thank you for your interest in our services. We look forward to learning more about you and/or your business. In order for us to best serve you, please tell us about your needs and operations. Once we have the information you provide, we can begin to evaluate if our services align with your goals.
Name
*
First Name
Last Name
Business Name
Location
*
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Primary Industry
*
Please Select
Agriculture
Construction
Government
Employee Benefit
Not-for-profit
Financial Institution/Bank
Professional Services
Manufacturing
Real Estate
Retail
Individual/Non-business Owner ($600 min. fee)
Trust and Estate
Other
What accounting software do you use?
*
Please Select
QuickBooks Online
QuickBooks Desktop
Other cloud-based setup
Other desktop setup
Other
Services Required (Select all that apply)
*
Audits, reviews, or compilations of financial statements
Outsourced accounting services
Accounting services - summarized income and expenses
Payroll- process paychecks
Payroll compliance - tax payments and forms
Business advisory and consulting
Tax compliance filing returns
Other
Who is your current/previous tax preparer?
Additional comments and information
Submit
Should be Empty: