New Client Information
Welcome to our Bookkeeping and Accounting Intake Form! We value your time and want to ensure that we gather all the necessary information to provide you with the best financial services.
Business Name
*
Business Owner
*
First Name
Last Name
Contact Number
*
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Area Code
Phone Number
E-mail
*
Business Entity
Sole proprietorship
Partnership
C-Corporation
LLC
S-Corporation
Nonprofit Organization
Industry
Finance
Non-profit
Real Estate
Construction
Information Technology
Digital Web & Marketing
Property Management
Other
Others
*
Nature of Business
Size of your business in Dollars
Brand New/Startup
Under $100,000 in Revenue
$200K -$400K in Revenue
$500K -$900K in Revenue
$1M - $3M in Revenue
$3M - $5M in Revenue
$5M - $10M in Revenue
Size of your business in people
Just me (Owner/Operator)
Partnership
1-3 Employees
4-10 Employees
More than 10 Employees
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What Accounting Software do you use?
None
Quickbooks
Xero
Sage
Deltek
Netsuite
Wave
Other
How many business bank accounts do you have?
How many business credit card accounts do you have?
Do you have Inventory?
How many Business loan do you currently have
How many transactions do you approximately have monthly
Do you have payroll?
Are your tax return current?
Do you report sales tax?
Do you prepare invoices and do you want these done for you?
How do you handle your bills and do you want these done for you?
Do you require any catch-up or clean-up work? If so, how many months/years
Purpose of bookkeeping & accounting setup/cleanup
Budget for Bookkeeping & Accounting Services
Do you have any plans to expand or scale back operations?
What are your pain-points and how can we make it better?
Submit
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