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New Client Application

Thank you for considering The LM Consulting & Accounting Group, Inc. Please complete the following questionnaire so we can learn about you or your business and determine how we may best assist you.

Completing this form does not create a client relationship or guarantee that we will be able to provide services.

Contact Information

Name*

Business Name (if applicable)

Phone*

Email*

Preferred method of contact

Best time to contact you

Tell Us About Your Needs

What services are you interested in?

Please briefly tell us what you are looking for help with

Are you looking for:

If You Own a Business

What type of business do you have?

Business structure

How long have you been in business?

Approximately how many employees do you have?

Are your books currently up to date?

What accounting or payroll software do you currently use?

Current Situation

Are you currently working with another accountant, CPA, bookkeeper, or tax professional?

Are there any upcoming deadlines, tax issues, notices, or other time-sensitive matters we should know about?

What Matters Most to You?

What are you hoping to improve or accomplish by working with us?

What is most important to you when choosing an accounting or consulting firm?

How would you describe the level of support you are looking for?

Is there anything else you would like us to know?

We will review your application and contact you to discuss your needs.