Potential Client Intake Form

Potential Client Intake Form

This Information Is Used For Obtaining A Quote For Services Only
Your Name*

First NameLast Name
Are You An Authorized Representative Who Is Able To Make Legal Decisions?*

YesNoInquiry Only
Contact Number*

Area CodePhone Number
Contact Email Address*
example@example.com
Do You Prefer Your Quote To Be Given Via Email or Phone?*

EmailPhone
City Your Organization Operates In*
State You're Located In*

Street Address

Street Address Line 2

CityState

Zip Code

Accounting Software
Do You Currently Use QuickBooks As Your Accounting Software?*

Yes, QuickBooks DesktopYes, QuickBooks OnlineNoNot Using Any Accounting Software
Current Accounting Software Being Used. *
Year & Version Of QuickBooks*
Do You Have A Chart Of Accounts?*

YesNo
How Many Accounts Do You Currently Have In Your Chart Of Accounts?*

Credit/Purchase Cards
Do You Use Credit Cards/Purchase Cards? (This Is Not The Same As A Bank Debit Card)*

YesNo
How Many Credit/Purchase Cards Do You Have?*
How Are The Credit/Purchase Cards Handled? One Payment, Multiple Payments, One Statement or Several Statements? *
How Are Credit/Purchase Cards Paid? Monthly, Bi-Weekly, When More Funds Are Needed, Using Bank Telepay etc.?*
How Are The Credit/Purchase Cards Reconciled? By Employees Using A PC Card Bank Login, Current Bookkeeper, Finance Manager etc.*

Vendor Information
How Many Vendors Do You Have?*
Do You Have Recurring Payments Such As Rent, Mortgage, Utilities, Pest Control etc.?*

YesNo
How Many Monthly Recurring Payments?*

Accounting Period