Bookkeeping Client Intake Form
Name
First Name
Last Name
Home/mailing Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Please choose which one do you want to be contacted by
Phone
Email
Does not matter
Other
Company Information
Company Name
Company Website
DBA/ assumed name/trademark of your company
Company Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please briefly explain what your company does/what industry
Starting date of your company
-
Month
-
Day
Year
Date
Number of employees including you
Your title in this company:
Entity Type:
LLC
Multi level LLC
partnership
S-corp
C-corp
Sole Proprietor
non profit
other:___________________________
Tax form used last filing:
1040
1065
1120
990
Other
Owner and Management info:
Name of contact person other than owner that has decision privileges (if any)
First Name
Last Name
contact person's email:
example@example.com
contact person's title:
Accounting Information and Needs
Accounting software you currently use
If QuickBooks, please indicate Desktop or Online
File federal taxes
On a cash basis
Accural
Preferred Accounting cycle:
Monthly
Quarterly
Yearly
Your CPA and the firm they are with
Payroll software or company
Which ones do you enter yourself currently, if doing your own books?
Bills
Payments
Checks
Other
Do you pay 1099 vendors?
Yes
No
Number of bank accounts you have
Number of credit cards you have
Approximate number of check/debit transactions you have each month:
Approximate number of invoices generated each month:
Please select the ones that appropriate to you
Accepting credit cards
Collecting sales tax
Tracking inventory in Quickbooks or other software
Other
Do you have any experience to work with a bookkeeping service before?
Yes
No
Are you currently using a bookkeeper?
yes
no
If so, what is the name of the bookkeeping service you are currently using?
Please select the services you want us to provide
Business start up filing
Accounting Software Setup
Accounting Software Training
Budgeting
Financial Statements
Business Consulting
Cash Flow Reporting
Client Invoicing
Transaction Entry
Bill Pay
Payroll
State Tax Reorting
City Tax Reporting
Monthly Account Reconciliation
Year End Tax Reports
logo design
Other
Please give any details about service(s) you need from Sand Dollar SBS, LLC:
Additional information we should know:
Please verify that you are human
*
Submit
Should be Empty: