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Client Introductory Form

Overwhelmed with mailing and Supply orders? Looking for a real receptionist to talk to your clients?
We Focus on that!
 

To ensure a smooth and efficient setup, please respond to the following questions.

   if You would prefer a tangible copy, click here.

We look forward to assisting you!

Business Information

For any questions you are unsure of, please put N/A.

Please answer the below, using the Information of Business's Primary Contact

Financial Set-up

Payroll Information

Business Objectives

What Packages are you Considering?
What is your primary business objective?

Tax Information

to download a printable version of the form, Click on the PDF. file.

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Focus Practice Management

Phone 585.364.1441

Fax 844.488.0361

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1630 Empire Blvd., Suite 3 Webster, New York 14580

© 2025 by Focus Practice Management

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