New Client Inquiry Form
This info helps us get to know you and get set up for an initial consult call. Once completed, someone from our team will reach out with next steps.
Briefly describe what your business does.
What type of business are you?
Is your business a part of any partner organizations?
Angel Investors of Ontario
Forum for Women Entrepreneurs
National Angel Capital Organization
How big is your current team?
What is your current bookkeeping software
Quickbooks Online (QBO)
Quickbooks Desktop (QBD)
When is your next year end?
Date Picker Icon
What stage is your Business in? (launch, growth, succession, or another stage)
Why are you interested in outsourcing your accounting & bookkeeping at this time?
Are you interested in raising capital in the next 12 months?
What's your annual revenue ballpark?
$250,000 - $1 million
$1 million -$5 million
$5 million -$20 million
Over $20 million
What is your timeline for getting started?
What's your budget?
Approx. of your monthly, quarterly, or yearly budget is great.
How did you hear about Tandem?
If through a friend, what's their name? We'd love to thank them.
Have you already started this conversation with someone at Tandem?
If so, let us know who.
Who were you recommended by?
We'd love to thank them!
Anything else you'd like to add?
Should be Empty: