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Perspective Client Data Sheet


First Name:
Last Name:
Business Name/Organization:
Position/Title:
Address:
City:
State:
Zip:
Phone:
Fax:
E-mail:
Website:

 

Brief Description of your Business or Profession:

Business or Individual Data:
(not mandatory, for informational purposes only)
Company or Individual Gross Income:
Number years your company has been in business:
Does company outsource payroll: Yes  No
Number of employees employed in business or organization

 

Home Owners Association:
Total Number of homes in association:
Total number of yearly assessments:

 

Accounting System:
What type of Accounting Software does your company or organization utilize (i.e. Quickbooks, Peachtree):
If fiscal year business or organization please provide fiscal year end (i.e. June 30th):

 

Best time to call:
Day
Time:


         

 

7327 Rosewood Manor Lane
Gaithersburg, Maryland 20882
301-774-1040
301-869-9690

 

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