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.
Company
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Company website
*
Name
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First Name
Last Name
E-mail
*
Your Role
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Phone Number
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-
Area Code
Phone Number
Briefly describe what your business does.
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What type of business are you?
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Sole Proprietor
Corporation
Partnership
Non-Profit/Charity
Is your business a part of any partner organizations?
SheEO
Vantec
Spring
Futurpreneur
Angel Forum
MT Ventures
Founder Institute
Angel Investors of Ontario
Forum for Women Entrepreneurs
National Angel Capital Organization
Other
Not Applicable
How big is your current team?
*
What is your current bookkeeping software
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Quickbooks Online (QBO)
Xero
Quickbooks Desktop (QBD)
Simply
Sage
Wave/Freshbooks
Spreadsheets
When is your next year end?
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Month
-
Day
Year
Date Picker Icon
What stage is your Business in? (launch, growth, etc)
Why are you interested in outsourcing your accounting & bookkeeping at this time?
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Are you interested in raising capital in the next 12 months?
Yes
No
Not sure
What's your annual revenue ballpark?
Under $250,000
$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.
Where you recommended by anyone?
Anything else you'd like to add?
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