Client Onboarding

Thank you for your interest in our services! Capital City Professional Services, LLC provides accounting, tax planning and preparation, financial planning and consulting services to small business owners. We want to make sure that you get the best fit for your needs, even if that is not with us. To that end, we have created this questionnaire so we can get a clear idea of where you are starting and where you would like to go.

We really enjoy focusing on deep, long-term relationships with our clients, partnering with you on your journey to fulfillment, success, and profit. If you are just looking for basic accounting or tax preparation services without a deeper strategic focus on value, results and clarity within your small business, we recommend finding a certified QuickBooks ProAdvisor in your area at

We look forward to learning more about you and your business! Once you have filled out the questionnaire, one of our team members will be in touch within 2 business days.