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what is your company name?*
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required services*
- Bookkeeping
- Year end financial statements and tax return
- Payroll services
- Start-up business consultation
- Other: please specify
other services
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briefly describe your business*
legal business form*
- Corporation
- Sole Proprietorship
- Partnership
- Haven't decided yet what is best - need help
- Other: please specify
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bookkeeping software used currently*
- QBO
- QBD
- Xero
- Simply accounting/Sage
- Nothing - need help choosing
- Other: please specify
other software
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number of years in business*
Please enter a value between 0 and 999.
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What would you say is the current state of your books and/or filing requirements?*
- Current
- Slightly behind (<6mo)
- Behind (>6mo)
- I’ve lost track (>1year)
- No operations yet - looking to lay the groundwork
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Average monthly revenue*
- $0 - $5,000
- $5,000 - $20,000
- $20,000 - $50,000
- $50,000 - $100,000
- >$100,000
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Contact Name*
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