Initial Consultation Information form

Below is a form for prospective clients to fill out so we gather information needed for the initial consultation
NOTE: Fields with * is required

After the form is submitted, you can go to “Booking” and schedule an appointment or send an email. 
Disclaimer: This information need to initially scope the work and prep for the first meeting. After first meeting we will commonly need detailed information, which will often require accountant access to your present system (preferred and more accurate), or detailed reports, which you will have to provide.