Book Set Up Intake form
For Small Businesses
Name
*
First Name
Last Name
Email
*
example@example.com
Customer-facing email
example@example.com
Phone Number
*
-
Area Code
Phone Number
Business Phone Number
-
Area Code
Phone Number
Company Name
*
Company Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Company website
What is your job title?
Briefly describe what your company does:
Please list products/services and their costs
Do you have Cost of goods sold?
yes
no
what's that?
not sure
When did your company first start?
-
Month
-
Day
Year
Date
Do you have employees?
Yes
No
How many employees do you have (including yourself)?
What type of entity is your company ?
Sole Proprietorship
LLC
S-Corp
Do you file taxes on a cash basis or accrual?
Cash
Accrual
Not sure
What bank is your main business account with?
How many business bank accounts do you have?
Are you currently using any person checking accounts for business purchases?
yes
no
Do you currently use an accounting software? If so, which software do you use ?
Do you pay 1099 vendors (independent contractors)?
Yes
No
Which payroll software do you use?
How many check/debit transactions do you have (estimated) each month?
Do you enter bills and payments ?
Yes
No
Not sure
How many invoices do you generate each month? (estimated)
Do you accept credit cards?
Yes
No
Do you collect sales tax?
Yes
No
Do you keep inventory?
yes
no
Do you track inventory in Quickbooks or another software?
Yes
No
How many business credit card accounts do you have? Please list them below.
Have you worked with a bookkeeping service before?
Yes
No
Anything else we should know?
Submit
Should be Empty: