Business Assessment

Hey there! We’re so glad you’re taking the FIRST STEP to getting your free business assessment. Please fill out this short survey so we can get to know you better!

Full Name

Company Name

Phone

How long have you been in business?

Do you sell a product or service?

How many employees do you have?

Do you use a payroll company?

Do you currently have a bookkeeper?

While it's hard to only choose one, please tell us which of the following matters most to you about your accounting service provider?

What accounting services are you interested in? (Choose as many as you like)

BUSINESS ASSESSMENT

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