Business Name
*
Business Address
*
EIN Number
*
Website
*
Business Start Date
*
Preferred Contact Method
*
Text
Email
Phone Call
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Do you have a bookkeeper?
*
Yes
No
Bookkeeping platform
*
Do you have a business bank account?
*
Yes
No
Business bank name
*
Do you use a business credit card?
*
Yes
No
Do you mix personal & business funds?
*
Yes
No
Bookkeeping services needed
*
Monthly Bookkeeping
Clean Up / Catch Up Services
Payroll Processing
Financial Reports (P&L, Balance Sheet)
Invoicing & Accounts Receivable
Bill Pay / Accounts Payable
Sales Tax Reporting
1099 Prep & Filing
Budgeting & Forecasting
Year-End Tax Prep Support
Monthly transaction volume
*
0-50
51-100
101-200
201+
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What do you sell?
*
Product
Services
Both
What payment platforms do you use?
*
Stripe
Square
PayPal
Cash App
Zelle
Venmo
Other
Other payment platform
Upload EIN Letter
*
Upload Articles of Organization
*
Upload Last Year's Tax Return
*
Budgetting areas you need help with
*
Creating a monthly budget
Saving for a goal
Debt payoff strategies
Personal finance habits
Understanding income & expenses
All of the above
Financial challenge
Coaching style preference
*
1:1 Live Zoom Sessions
Written Reports & Suggestions
Both
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Interested in credit repair
*
Yes, I'm already in a program
No, but I want help
Not right now
Consent to review credit info
*
Yes
No
What are your top 3 goals?
*
Extra notes(optional)
Consent to Access Info
*
I agree to share this info for service setup
Signature
*
Clear
Date Signed
*
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