Bookkeeping Business Client Info Form

BARRIGAN BOOKKEEPING
Let's Get To Know Your Business.

It's time to bring out your lightning-fast typing skills and fill out this three-minute form. Our team is ready to chat with you, but they can't do that until you hit that submit button. So, let's get started and get connected ASAP!
Please complete all information below:
Name*

First NameLast Name
What business industry are you in?*
How long have you been in business?*

0-12 Months1-2 Years2-3 Years3-4 Years4-5 Years5+ Years
What is the ballpark figure of your company's monthly gross revenue?*

$0-$50,000$50,000-$100,000$100,000-$250,000$250,000-$500,000$500,000-$1,000,000
What is your business structure?*
What was the last year you filed a tax return for?*
Do you have a business bank account seperate from your personal bank account?*
How many bank accounts does your company have?*
How many credit card accounts does your company have?*
What's the average number of transactions your company has each month?*
How is your bookkeeping currently being handled?*
If you selected other, what are you using?
Why do you feel now is a good time to outsource your bookkeeping?*
I primarily use Quickbooks Online, If you're not using Quickbooks Online yet or are using another accounting software, are you willing to switch to Quickbooks Online?*
My average monthly service package starts at around $400 USD per month. Are you ready to invest in yourself and hire a bookkeeper?*
What is the best phone number to reach you at?*
Please enter a valid phone number.
What is the best e-mail address to reach you at?*
example@example.com
What state do you live in?*

Street Address

Street Address Line 2

CityState

Zip Code
If you have a company website or social media page, please list it below:
Please list any comments, questions, or concerns you currently have with you business in regards to bookkeeping.
Should be Empty:

BARRIGAN BOOKKEEPING

Let's Get To Know Your Business.