lucyvbookkeeping.com

New Client Profile

This page is a fillable form intended for new clients to provide us with details and information to complete the onboarding process. This is a generic form. Feel free to skip over any topics that do not apply to you or your business.

Click the Send button at the bottom of this form to submit your response, thank you!

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Expenses & Accounts Payable
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Sales & Industry-Specific Needs
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Reporting Needs
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