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Client Intake Form
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Company Name
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Your answer
First & Last Name
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Your answer
Email Address
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Your answer
Phone Number
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Your answer
In which state is your business located?
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Your answer
What is your approximate annual gross revenue?
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Choose
Less than $100,000
$100,001 - $500,000
$500,001 - $1,000,000
$1,000,001 - $3,000,000
$3,000,001 - $5,000,000
More than $5,000,00
Pre-Revenue
In which industry do you operate?
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Professional Services
Restaurant & Food Service
Hospitality & Travel
Personal Services
Real Estate
Construction & Trades
Retail
Manufacturing
Education & Non-Profit
Health Service
Other
What is your business structure?
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Sole Proprietor
Partnership
S Corp
C Corp
Non-Profit
Single Member LLC (filing as Sole Proprietor)
Single Member LLC (filing as Corporation)
Other
What accounting software are you currently using?
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Quickbooks Online
Quickbooks Desktop
Xero
Wave
Zoho Books
Patriot Software Accounting
Freshbooks
Other
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