Business Services Intake Form
Bookkeeping, Payroll, Sales Tax, etc.
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Company Name
*
Company Website
*
Company Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please briefly explain what your company does
*
Starting date of your company
*
-
Month
-
Day
Year
Date
Your job title
*
Number of employees including you
*
Type of your company
*
LLC, S-Corp, C-Corp, Sole-Proprietor
Have you worked with a bookkeeping service in the past?
*
Yes
No
If yes, what service?
*
Are you currently using an accounting or CPA firm for your business needs?
*
Please Select
Yes
No
If yes, why are you changing firms?
How are your books reported for tax purposes?
*
On a cash basis
Accrual
Payroll Service Provider or software used
*
Accounting software you use
*
If QuickBooks, please indicate Desktop or Online
Which transactions does your staff enter?
*
Bills
Payments
Checks
Other
Do you pay 1099 vendors?
*
Yes
No
Approximately, how many invoices do you generate each month?
*
Please select the items that are appropriate to you
*
Accepting credit cards
Collecting sales tax
Tracking inventory in Quickbooks or other software
Other
Number of business bank accounts the company uses
*
Number of business credit cards the company uses
*
Number of check/debit transactions you have each month
*
Please select the services you would like us to provide
*
Financial Statements
Year End Tax Package
State Tax Reporting
Business Start-Up Assistance
Monthly Account Reconciliation
Budgeting/Forecasting
Bank Transaction Entry
Payroll
Business Consulting
Sales Tax
Other
Please give details about the service(s) you want from us
*
Additional information we should know
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