Bookkeeping Client Intake Form
Primary Contact Name
*
First Name
Last Name
Phone Number
Please enter a valid phone number.
Email
example@example.com
Please choose your preferred contact method.
Phone
Email
Does not matter
Other
Please upload a copy of the front & back of your Id.
*
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Company Information
Please upload all business formation or business related official forms.
*
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Company Name
*
Company Phone Number
Please enter a valid phone number.
Company Website
Company Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Have you registered your company with the State Employment commission? If yes provide the state employer number and which state? Also provide the employment tax percentage rate provided to you for your business from that state.
*
Please briefly explain what your company does
What is your state tax employer number for state tax filing purposes? If you do not have one please enter don't have.
*
What is your company's six digit NAICS Code Description? If you have not established a NAICS code enter don't have.
*
What is your company's DUNS number & CAGE Code? If you do not have these enter don't have.
Formation date for your company
*
-
Month
-
Day
Year
Date
Your job title
Number of employees including you
What type of business do you have?
*
LLC, S-Corp, C-Corp, Sole-Proprietor
File federal taxes
On a cash basis
Accural
Your CPA and the firm they are with
What bank is your main business account with?
Please upload all employee information such as, name, social, address, email, phone number, DOB and etc. Employees will have a portal login that they can enter their time to be approved by you or management.
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Accounting Information and Needs
Accounting software you used in the past.
If QuickBooks, please indicate Desktop or Online
Payroll software or company you have used in the past.
Estimated number of check/debit transactions your company has each month.
Which ones do you enter?
Bills
Payments
Checks
Other
Do you pay 1099 vendors?
Yes
No
Number of bank accounts you have
Would you like to link one of these accounts to your bookkeeping, so that the system will automatically create profit and loss reports, accounts receivable reports and accounts payable reports? If yes please enter that information below.
Bank name, Acc and routing number.
Approximately, how many invoices do you generate each month?
Number of business credit cards you have
Do you have any experience working with a bookkeeping service?
Yes
No
Please select the one that applies to you
Accepting credit cards
Collecting sales tax
Tracking inventory in Quickbooks or other software
Other
Please select the services you would like us to provide your company.
Client Billing
Financial Statements
Year End Tax Package
State Tax Reporting
Business Start-Up Assistance
Monthly Account Reconciliation
Budgeting/Forecasting
Transaction Entry
Payroll
Business Consulting
Contract Management
Cash Flow Reporting
Bill Pay
City Tax Reporting
Other
Please give any additional details about the service(s) you would like us to provide.
Any additional information we should know?
Please upload any additional business related information that you would like to provide at this time.
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Please verify that you are human
*
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