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Client Information

First Name*

Last Name*

Phone*

Email*

Date and Time

Perferred Date*

Perferred Time*

Business Information

Business Name*

How did you hear about us?*
GoogleFacebookTwitterLinkedin

Business Website*

Business Address*

Business Details

What does your business do? Briefly list the
services/products your company provides.

How long have you been in business?*

What is your current legal structure?*

What system do you currently use for bookkeeping?*

Number of employees (include both full-time and part-time employees)*

Do you use a payroll company?
YesNo

Total revenues for last year

Total net profit (loss) for last year

Total revenues projected for this year

Total net profit (loss) projected for this year

What is your average Customer Lifetime Value (CLV)? This represents the value that your average
customer contributes to your business over their entire lifetime at your company.

What are your top three business goals for the net year?