Client Interest Form

What services are you most interested in? *

Consulting – i.e. efficiencies/optimizations, succession planning, workplace/culture consulting, strategic planning, Lean Six Sigma process improvement, business valuations, QuickBooks set up/training, software implementation, outsource CFO services
Tax preparation/planning – i.e. tax planning, budgeting, business plan development, forecasting, tax return preparation
Accounting/payroll – i.e. basic accounting/bookkeeping, payroll, accounts payable, sales tax
Other

Your name: *

Have you worked with us in the past? *

Your business name: *

What best describes you or your industry? *

How did you hear about us? *

When is a good time to reach you? *

How would you like to be contacted? *

Phone number: *

Email Address: *