Referral Partner Information To help me send you the best qualified referrals, please fill out the information below. Business Name * Contact Name * First Name Last Name Email * Phone (###) ### #### Are you currently accepting new clients? Yes No Any restrictions? Services Offered Bookkeeping Bank Reconciliations Financial Statements Cash Flow Reporting Invoicing Payroll Processing Accounts Payable Accounts Receivable Tax Preparation Tax Planning Tax Filing Service Delivery On site Remote Ideal Client Geographic Location What is their Gross Sales Range How many employees do they have? How many hours per month? Any other preferences? Thank you!