Book Set Up Intake form
For Small Businesses
Business Phone Number
Street Address Line 2
State / Province
Postal / Zip Code
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?
When did your company first start?
Do you have employees?
How many employees do you have (including yourself)?
What type of entity is your company ?
Do you file taxes on a cash basis or accrual?
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?
Do you currently use an accounting software? If so, which software do you use ?
Do you pay 1099 vendors (independent contractors)?
Which payroll software do you use?
How many check/debit transactions do you have (estimated) each month?
Do you enter bills and payments ?
How many invoices do you generate each month? (estimated)
Do you accept credit cards?
Do you collect sales tax?
Do you keep inventory?
Do you track inventory in Quickbooks or another software?
How many business credit card accounts do you have? Please list them below.
Have you worked with a bookkeeping service before?
Anything else we should know?
Should be Empty:
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