Books by James Client Intake Form
Name
First Name
Last Name
Your job title
Phone Number
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Format: (000) 000-0000.
Email
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Please choose your preferred contact method
Phone
Email
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How did you hear about us?
Friend or Family
Email
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Company Information
Company Name
Company Website
Company Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please briefly explain what type of business your company does
Business origination date
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Month
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Day
Year
Date
Number of employees including you
Company Tax filing type
Please Select
LLC
S-Corp
C-Corp
Sole proprietor
Partnership
I dont know
Bookkeeping and Tax filing basis
Cash basis
Accural
Are your books up to date?
Yes
No
Not Sure
Your CPA firm
CPA Contact name
Which bank , or banks, are your business account with?
Number of bank accounts you use for business
Number of credit cards you have for business
Accounting Information and Needs
Accounting software you use
If QuickBooks, please indicate Desktop or Online
Payroll software or company
Approximate number of credit/debit transactions you have each week
Do you manually enter any of these?
Bills
Payments
Checks
Invoices
Expenses
Receipts
Customers
Vendors
Other
Approximately, how many invoices do you generate each month?
Do you pay 1099 vendors?
Yes
No
Do you (mark all that apply)
Accept credit card payments
Accept cash payments
Accept personal check payments
Track inventory in Quickbooks or other software
Collect sales tax
Other
Are you currently using a bookkeeping service?
Yes
No
How much are you currently paying for bookkeeping?
Please select the services you want us to provide
Client Billing
Financial Statements
Year End Tax Package
Business Start-Up Assistance
Monthly Account Reconciliation
Forecasting
Transaction Entry
Payroll
Business Consulting
Cash Flow Reporting
Bill Pay
Other
Please give details about the service(s) you are looking for
Optional: Provide a copy of a bookkeeping report you are used to or would like to receive regularly.
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