Please complete this Client Questionnaire to help us better understand your needs.

Company name

First name

Last name

Email

Service(s) you are interested in discussing

Monthly Full-Service Bookkeeping

Cleanup Current Books

Consultative Review - Current Books

Training Employees on Accounting Software

Audit Review - Cleanup - for IRS or CPA

Payroll

Other

Who is the bookkeeping service for?

If you are a business, how many total employees does the business have?

What is your personal or annual company revenue?

What industry are you or your business in?

What software do you use? Quickbooks, Xero, other

When do you need bookkeeping services?

Any other details you would like the bookkeeper to know?

Please let us a review/testimonial

Leave a review

Long answer

CONTACT US

Waxahachie, Tx 75165

Business Clients: Everywhere in the USA

Payroll Services - Texas

Bookkeeping Services - Nationwide

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