Our Intake Form
We're thrilled to have the opportunity to work with you and support your accounting and financial needs. This form is the first step towards tailoring our services to fit your business perfectly. We'll gather some initial information about your business, understand your current financial systems, and identify key areas where we can bring value and efficiency to your operations. Please take a moment to fill out this form as accurately and thoroughly as possible. Your responses will enable us to provide you with the best possible service tailored to your unique requirements. Let's get started on this journey towards financial clarity and success together!
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Email *
First Name?
Last Name
What services interest you the most? *
Required
How did you hear about Compass Bookkeeping Solutions? *
What are the long-term financial goals for this business?
 *
Are there any plans for business expansion or significant investments in the near future? If so, please explain.
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How do you prefer to communicate with your accounting service provider?
 *
Are there any specific deadlines or critical dates in your business's financial calendar we should be aware of?
 *
Are you currently working with a bookkeeper? If so, why are you looking to leave? *
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