Schedule a Discovery Call

This questionnaire will help us to learn more about you and your business so that we can have a more productive discovery call! Please complete the form below, once sent, we will contact you shortly.

First Name

Last Name

Phone

Business Name

When is your ideal start date?

What services or products does your company provide?

If you have not already, please invite us into your accounting software as the accountant, so by the end of this call, we will be able to provide the most accurate pricing quote for you. Please use the email address: smja4@yahoo.com

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Do you have employees?

Yes

What is your Revenue to date?

How many business bank accounts do you have?

What was your total Revenue last year?

How many business credit cards do you have?

Approximately how many transactions per month are on your bank and credit card statements?

What are your current pain points when it comes to your business accounting?

Is there anything else that you would like us to know?

Thanks for submitting! We will be in touch soon!

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