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*Required information
Company Name*:
Contact Name*:
Phone Number*:
Email*:
Business Address*:
How many bank statements need to be reconciled each month?
What is your average monthly checks and deposits?
Do you need invoices entered into QuickBooks?
If Yes, how many invoices each month?
How many business loans and/or credit cards need to be reconciled each month?
Do you keep an inventory account in your business?
Do you need job cost services?
Do you pay State Sales or Use Tax on sales each month?
How often do you want financial statements?
If you need other financial reports through excel, please list how many?
If you're interested in payroll preparation, please list # of employees:
How often is payroll paid?
If you need payroll tax preparation, please list how many employees:
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