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    Full Name

    Email

    Phone / WhatsApp

    Business Name

    What type of business do you run?

    Which services are you interested in?

    Approximate monthly transactions

    Do you already use QuickBooks Online?

    Are your books up to date?

    If no, how many months of bookkeeping need to be caught up?

    How many employees do you pay monthly (if payroll is selected)?

    Which reports do you need regularly?

    How often would you like these reports?

    What’s your top priority for outsourcing finance?

    Additional Notes / Questions