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Full Name & Business Name
*
Contact Info (Email & Phone)
*
What package are you interested in?
*
Silver Package
Gold Package
Not sure — help me decide
Do you currently use QuickBooks Online for your bookkeeping?
*
Yes, I'm already using QuickBooks Online
No, but I need help onboarding to QuickBooks
No, I use a different platform (e.g., Wave, Xero, etc.)
I don’t use any bookkeeping software yet
What’s your current average monthly revenue?
*
$5K–$10K
$10K–$25K
$25K+
Less than $5K
Briefly describe your business & what you do.
*
What are your top 1–2 financial goals or challenges right now?
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