New Client Form — Madly CPA | Accounting | Tax

Let’s Get Started Today!

Name

First Name

Last Name

Company Name

Who are the services for?

Which of the following services are you interested in?

Select all that apply

Tax Planning & Strategy

Tax Preparation

Bookkeeping

Fractional CFO

Payroll

Consulting (Strategy, Process Optimization, Financial)

Financial Analysis

Ad-Hoc Projects

Other

Please briefly describe what you're trying to accomplish with us:

What accounting software do you use?

(Example: QuickBooks Online) If you use none, write "None"

What payroll software do you use?

(Example: Gusto) If you use none, write "None"

What's the size of your business?

(1) Number of Employees and (2) Yearly Revenue

How did you hear about us?

If someone referred you, please input their first and last name below:

If no one referred you, write "No Referral"

Not yet ready for a full project? Want a one-hour session with a CPA to answer all of your tax and accounting questions?

Book directly on our calendars using the “CPA Consultation” appointment type.