Bookkeeping Client Intake Form
Please enter a valid phone number.
Please choose which one do you want to be contacted by
Does not matter
Street Address Line 2
State / Province
Postal / Zip Code
Please briefly explain what your company does
Starting date of your company
Your job title
Number of employees including you
Type of your company
LLC, S-Corp, C-Corp, Sole-Proprietor
File federal taxes
On a cash basis
Your CPA and the firm they are with
What bank is your main business account with?
Accounting Information and Needs
Accounting software you use
If QuickBooks, please indicate Desktop or Online
Payroll software or company
Number of check/debit transactions you have each month
Which ones do you enter?
Do you pay 1099 vendors?
Approximately, how many invoices do you generate each month?
Please select the ones that appropriate to you
Accepting credit cards
Collecting sales tax
Tracking inventory in Quickbooks or other software
Number of bank accounts you have
Number of credit cards you have
Do you have any experience to work with a bookkeeping service before?
Please select the services you want us to provide
Year End Tax Package
State Tax Reporting
Business Start-Up Assistance
Monthly Account Reconciliation
City Tax Reporting
Please give details about to service(s) you want from us
Additional information we should know
Please verify that you are human
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