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Anna Ortiz
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Please fill out the form as completely as possible.

 
Your name:
Phone:
E-mail address:
 

How often would you like your bookkeeping to be done?

 
Weekly
Bi-weekly
Monthly
Quarterly
Annually
 

What services are you interested in?

 
Basic bookkeeping services (G | L maintenance and write-up)
Payroll
Books re-organization
Computerized system setup
Catch-up accounting
Audit assistance
Year-end bookkeeping | accounting
Financial package for lending institutions
Forecasting | budgeting
QuickBooks Training
 

Will you need any special services not discussed above? Please describe:

 

When will you need services?

Immediately
Within 2 weeks
Within 1 month
Later than 1 month
 

What is your approximate monthly  volume in terms of number of transactions
(checks written, deposits made, other miscellaneous transactions  and purchases)?

 

Do you currently use accounting software? If so, what kind?

 

What is the best way to contact you?

E-mail
Phone
Other (specify below)
   

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