Client Intake Form

Welcome!

Thank you for your interest in Step By Step Accounting. We'd love to learn about your business and see if we're the right fit. This takes about 3 minutes.
Name*

First NameLast Name
Email*
example@example.com
Business or Organization*
Title*
Cell Phone Number*

Area CodePhone Number
Are you the main decision maker for the business? *
If no, who else is involved in the decision making?
Business Industry
Describe your business and the problem you're hoping we can help solve.:*
What is your biggest financial challenge right now?*
What is your current annual revenue?*

Pre-revenue$1-$600,000$600,000-$2,000,000$2,000,000-$5,000,000$5,000,000+
What is your current accounting system?*

QuickBooks OnlineQuickBooks DesktopSage/PeachtreeExcel or Google SheetsNoneOther
Please select which services you are interested in or would like more information about.*

Monthly BookkeepingClean Up/Catch Up ProjectQuickBooks Online Set Up or Training/ConsultingTax Planning and Preparation - Coming soon in 2027
How urgent is your timeline? Do you have any specific "need by" dates?*
How did you first hear about us?*

QuickBooks ProAdvisor DirectoryGusto Advisor DirectoryFacebookLinkedInGoogle SearchPersonal ReferralOther
If you selected Personal Referral, who can we thank?
What prompted you to reach out to us now?*
Would you like to receive monthly tips and educational blogs?*
Should be Empty:

Welcome!