Client Assessment Form

Please take a brief moment to fill out our Client Assessment Form below.

Are you inquiring about business or individual Services? ( Please check all that apply):(required)
BusinessIndividualBoth

What type of QuickBooks support are you looking for?
ConsultingTrainingSet-upClean-upNone

Please tell us a little bit about your company. If you are not inquiring as a business client you can skip this section.

How long have you been in business?
New Business1 Year2 Years3 Years4 Years5 Years +

Number of Employees(*)

Do you currently have a bookkeeping method in place?
YesNo