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Old Get Acquainted Form

Let's Get Acquainted!

AdminBooks, Inc.                                                       

Office Hours: Monday-Friday 9AM-3PM PST           Telephone: 408.782.9640 

          Email: support@adminbooks.com                  Fax: 888.459.1117

Tell us your story. The 5 minutes you invest to provide us with your basic information is well worth it.

We are delighted to learn more about you and assess how we can best work together.

This form will be sent to our client support team at support@adminbooks.com.

Please make sure that this address is whitelisted on your spam filter.


Thank you for your interest in AdminBooks!

Let's Get Acquainted!

Tell us your top concerns and challenges which prompted you to contact AdminBooks.  

The more specific you are, the better we will be able to understand your situation.    

Does your tax preparer do the following?

Yes
No
Yes
No
March 15
April 15
May 15
September 15
October 15
November 15

To expedite our process, please securely upload your last filed tax return by clicking here so that we can provide you with a price quote.

AFFORDABILITY of service is my primary concern
EXPERTISE that a professional brings to my tax situation
STRATEGIZE with me in order to maximize my goals

If you own a business, continue below. If not, click the SUBMIT button at the bottom of the form.

Growing
Flat
Declining
$0-$100K
$100K- $250K
$250K- $500K
$500K-$1 Million
$1 Million -$2 Million
$2 Million - $3 Million
$3 Million - $4 Million
$4 Million+

We are a QuickBooks Online only firm, but do offer QuickBooks Online set up and migration services.  

If you marked no to the question above, we will follow up with referrals who work with QuickBooks Desktop.

To expedite our process, please invite AdminBooks to have access to your QuickBooks Online file so that we can provide you with a proposal. Invite Bookkeeper@adminbooks.com to be an Accountant User. 

Click Here for a 1-minute video tutorial if you need directions.

I do it myself
I have a bookkeeper inside my office
I have an outside bookkeeper
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