Get Started with B & K Financial NEW CLIENT WORKSHEET We Look Forward to Working With You Contact Info Name* First NameLast Name Email* example@example.com Phone Number* Contact Date and Time Selection Best Day(s) to Reach You* MondayTuesdayWednesdayThursdayFriday Best Time(s) to Reach You* Morning (8 AM - 11 AM PST)Noon (12 PM - 1 PM PST)Afternoon (2 PM - 4 PM PST)Evening (5 PM - 8 PM PST) Preferred Contact Method* EmailTextCall Questionnaire What industry do you primarily work in?* HealthcareReal EstateLegalStock TradingConstructionEntertainmentRetailNonprofitOther If you chose "Other", please specify the industry you work in. If you chose a previously listed industry, type "N/A".* What can we help you with?* Filing taxesPaying less in taxesPlanning a monthly budgetFinancial advisingManaging an investment propertyManaging investment accountCreating a new businessCategorizing business expensesCreating financial documentsManaging payroll for employees How soon do you need the service(s)?* Immediately1-3 Months4-6 Months7-9 Months10-12 Months What is your current household income? Include business revenue if applicable.* Example: $125,000 What is your monthly budget?* $100-$250$250-$500$500-$1,000$1,000-$2,500$2,500-$5,000$5,000+ Tell us more information about what service(s) you're looking for and your financial circumstances. The more details you provide, the better we can assist you in finding a service package that fits your needs.* Submit Clear All Questions Should be Empty:
