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Information Form for Individuals

If you are requested to by one of our representatives, please fill out this detailed contact form as completely as possible. If necessary, list any additional information about your specific situation that will help us better understand your business and finances.

We realize that filling out forms takes time, but gathering adequate information up front will help both parties prevent costly mistakes later on down the road.

Thank You.



Alternate Phone Number, if any (list type: cell, work, etc.)

Fax Number, if any


Web Site?

How Did You Initially Contact Us?

What Are the Best Hours and Methods for Us to Contact You?
(You Can Always Call Us 24 Hours a Day)


If you do have current bookkeeping or accounting contacts
please list them here along with a contact phone number.




Do You Use Quickbooks?

If So, What Year and Edition?

If not, what accounting solution are you currently using?
(eg. Quicken or other software, accounting services, manual ledger system, etc)

How Did You Hear About NotYourAverageBookkeeper?

What Are Your Specific Needs?

Any Other Notes About Your Expectations?



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Your local solutions in Beverly, Danvers, Gloucester, Lynn, Peabody, Manchester, Marblehead and Waltham MA. Covering North Shore & Greater Boston area and growing rapidly.