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Book a Financial Management Consultation
First Name *
Last Name *
Phone Number *
Email address *
Do you reside in Canada for Tax purposes? *
Yes
No
Company Name
Major activity of the business *
IT Consulting
Business Consulting
Project Management
Marketing Consulting
Software Development
Real Estate
Other
Current Bookkeeping Method *
QBO
Xero
QB Desktop
Excel - CRED
Other
Undecided
What are you struggling with most? *
Organizing my finances
Creating Wealth
Transform wealth into a legacy
Where are you at on your journey? *
Looking to start a new company
Not happy with my current process
Looking to reduce my taxes
Looking to increase my net worth
Looking to get back more of my time
Behind on my taxes
What else should we know about your current situation? *
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