Destination Success: Client Discovery Form
Thank you for embarking on this journey with us! This questionnaire is your first step toward charting the course for your business success. By sharing where you’re starting from and where you hope to go, you’ll help us determine if we’re the right travel companions for your journey toward fulfillment, success, and profit. Once you’ve completed the form, we’ll get back to you within 2 business days to help map out the next steps. We’re excited to learn more about your adventure and how we can support you along the way!  
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Your Name *
Email Address *
Phone Number
Best way to contact you 
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Business name *
What industry are you in?  *
What accounting tools are you currently using to steer your accounting journey? *
What’s the driving force behind your visit today?   *
What roadblocks do you need help navigating? *
What level of involvement do you prefer from your accountant? 
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We do not prepare income taxes. Do you currently have a tax preparer? *
Are you looking for ongoing services, or do you have a specific project in mind?   *
Anything else you would like us to know?
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