Confirm Your Contact Info

That way this info saves to your record on my end 😊👍

First Name *

Last Name *

Email *

Phone *

Current Accounting Software *

*If none, write "None"

Does Your Business Have Any Loans? *

Monthly Transaction Volume *

0 - 100
100 - 200
200 -300
300+
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How Many Accounts Do You Have? (Checking, Savings, Credit Lines, Loan Accounts, etc) *

Payroll Needed? *

Yes, I need help with payroll

No, I don't need help with payroll

I'm not sure

Are You Mixing Personal & Business Expenses In The Same Accounts? *

Yes

No

I'm not sure

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