New Business Client Information

Please complete the form below prior to your appointment with Legacy Consulting Group, LLC.  Submission of this form constitues acknowledgement that you have read and agreed to our Fees and Payment Policy and our Terms and Conditions listed below.

New Business Client Information

Business Name *
EIN *
Business Address *
Business Address - Continued
City *
State *
Zip Code *
Business Phone Number *
Business Product or Service *
Business Start Date *
Business Taxed as	--- Corporation Non-Profit Other Partnership S-Corporation Sole Proprietor
Primary Contact Name *
Primary Contact Phone Number *
Primary Contact E-Mail *
Alternate Contact Name
Alternate Contact Phone Number
Alternate Contact E-Mail
Do you use QuickBooks?	No Yes
Do you have LogMeIn?	No Yes
Comments

FEES AND PAYMENTS

Our standard consulting fees are billed by the hour depending on the service provided.  We have a fee schedule for various services we provide.  Please feel free to ask for an approximate price quote.  Payments are required at the time of service.  Financial Concepts, Inc. accepts payment by cash, check, Visa, MasterCard or Discover.

TERMS AND CONDITIONS

The client attests to the fact that all information provided by Financial Concepts, inc. is fair and accurate with respect to the services requested and the client agrees to pay for all services provided.

 

 

Taking you from where you are to

where you want to be...

Legacy Consulting Group, LLC
3306 Clays Mill Road, Suite 101
Lexington, KY, 40503
Phone: (859) 219-1601 Fax: (859) 219-1602

 Legacy Consulting Group, LLC is an independent contractor of Money Concepts International, Inc.
All Securities through Money Concepts Capital Corp. Member FINRA / SIPC
11440 North Jog Road, Palm Beach Gardens, FL 33418 - (561) 472-2000
  Legacy Consulting Group, LLC and Money Concepts are unaffiliated.