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Bookkeeping Intake

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Bookkeeping Client Intake Form

First Name

Last Name

Email

[email protected]

Phone

Please enter a valid phone number.

Please choose which one do you want to be contacted by

Phone

Email

Does not matter

Other

Please Specify

Company Information

Company Name

Company Website

Address

Street Address Line 2

City

State / Province

Postal / Zip Code

Please briefly explain what your company does

Starting date of your company

Date

Your job title

Number of employees including you

Type of your company

LLC, S-Corp, C-Corp, Sole-Proprietor

File federal taxes

On a cash basis

Accural

Your CPA and the firm they are with

What bank is your main business account with?

Accounting Information and Needs

Accounting software you use

If QuickBooks, please indicate Desktop or Online

Payroll software or company

Number of check/debit transactions you have each month

Which ones do you enter?

Bills

Checks

Payments

Other

Other

Do you pay 1099 vendors?

Yes

No

Approximately, how many invoices do you generate each month?

Please select the ones that appropriate to you

Accepting credit cards

Collecting sales tax

Tracking inventory in Quickbooks or other software

Other

Others

Number of bank accounts you have

Number of credit cards you have

Do you have any experience to work with a bookkeeping service before?

Yes

No

Please select the services you want us to provide

Client Billing

Financial Statements

Year End Tax Package

State Tax Reporting

Business Start-up Assistance

Monthly Account Reconciliation

Budgeting/Forecasting

Transaction Entry

Payroll

Business Consulting

Contract Management

Cash Flow Reporting

Pay Bill

City Tax Reporitng

Other

Provide Details

Please give details about to service(s) you want from us

Additional information we should know

Please verify that you are human

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