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Step 1/5
Let's get acquainted
First Name
Last name
Email
Phone number
Step 2/5
What's Your Business Category?
Personal Services
Retail Products/Services
Health, Medical & Wellness
Home Services
Non Profit
Personal Bookkeeping
Other
Step 3/5
Years in operation?
Select one...
Startup
0-1 Year
2-4 Year
5-9 Years
10-24 Years
25+
What is the Legal Structure?
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Sole Proprietor
Partnership
Corporation
I Don't Know
Do you have more than one Entity requiring bookkeeping?
Select one...
Yes
No
Step 4/5
What is your current bookkeeping system?
Select one...
QuickBooks Online
Xero
QuickBooks Desktop
Sage
I Don't Know
Do you use any of the following?
PayPal
Shopify
Etsy
I don’t know
Other
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