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Please fill out this form as best you can so we can provide you with the most relevant service.
First and Last Name
Business Name
Email
Phone Number
How many years in business?
Business Industry and Structure Type (restaurant, real estate, ect. & LLC, or S-Corp)
Approximate Annual Revenue
How may business accounts do you have? Identify Types (checking, savings, credit cards)
How many loan accounts? Identify Types (heloc, vehicle, SBA, etc.)
What bookkeeping software do you currently use, if any?
Do you sell any products?
Select an option
Yes, Online
Yes, Brick and mortar
Yes, Both
No
Do you need payroll services?
Select an option
Yes
No
What are your business goals for the next year?
How did you hear about us?
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