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Client Intake Form

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Company Information

Your Information and Accounting Needs

Nº of Monthly Transactions
If you collect sales tax, is your reporting up-to-date?
Do you have any loans or leases?

Please upload your last 3 bank, credit, and/or loan statements: 

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Do you have prior experience working with a bookkeeper?
What is your main accounting problem?
Please select service(s) you'd like Smart Accounting to provide:

Santa Rosa, CA

+1-707-858-0374

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