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Innovative

  Financial

     Solutions
YOUR PERSONAL ACCOUNTANT, INC.
Call: 1 (801) 864 3061
TM
Name*
Telephone*
E-mail*
Location (city)*
Services that you are interested in.
(check each applicable box)
Individuals
Companies
* Required Fields
No. of Employees
Years in Business
Answer All of the Following Questions
(if it doesn't apply to you type "no" or "0")
How many bank accounts do you have?
How many savings accounts do you have?
How many weekly deposits do you make?
  (on average)
How many weekly checks and debit card
transactions do you make? (on average)

None of the information you give us will be sold to third parties and it will only be used by Your Personal Accountant, Inc.
How often do you run payroll? 
How many of the following types of accounts do you have: 
A. Credit Cards: 
B. Mortgages: 
C. Lines of Credit (equity lines): 
D. Vehicle Loans: 
E. Equipment and/or Inventory Loans: 
F. Trade accounts (i.e. ITEX): 
G. Other Business Loans:
How many times a week do you charge on
your credit cards?   (on average)
Do you keep an inventory for your business?   
Do you use cash registers for your business?   
Does your company require sales & use tax?
If you were to outsource your accounting or bookkeeping, how would you prefer us to do our work?
Referred By*
(Type "NA" If You Were Not Referred By Someone.)
How Did You Hear About Us?*
Use this box to tell us more about you, your needs, or any questions that you may have.
Have you found the right fit?
Do you create invoices for your customers?    
If yes, how many invoices do you create a month?
Do you use Purchase Orders in your business?    
If yes, how many P.O.'s do you create a month?
Company Name
(if applicable)
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Budgeting
Debt Elimination
Tax Planning
Monthly Bookkeeping
Filing Taxes
Investments
Monthly Bookkeeping
Tax Planning
Payroll
Financial Reporting
Monthly/Quarterly Managerial Reviews
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