Only 1 Bookkeeping & Accounting
Client Intake Form
Fill in the information below.
Rows
Information
Company Name
Address
Contact Person
Title
Phone Number
Email
When did you start your company?
Please indicate the location.
The following is a list of the products and/or services that are available:
What kind of business do you run?
Sales Tax
Rows
YES
NO
Do you have a system in place to collect and remit sales taxes to the state?
Do you offer your goods online or in stores?
Payroll Taxes/Processing
Rows
Information
How many staff do you have right now?
Who is in charge of your payroll? (Paychecks, ADP, or in-house)
Do you have any business partners, investors, or family members?
Do you have a succession plan (purchase/sale agreement, exit strategy) in place?
How much money does your company make on a monthly basis?
Do you use your corporate bank accounts to pay for personal expenses?
What is the total number of business bank accounts you have?
How many credit cards do you have for your business?
What is the total number of business debts you have?
Is there any A/R in your company? If that's the case, how do you keep track of it? (Excel, software, or something else)
Depreciation schedule - Describe the equipment and obtain a schedule of depreciation.
List any commercial leases:
Make a list of any cash payments you've made to suppliers or officers.
Describe how the owner is compensated.
Contractors: Make a list of all the major contractors.
Insurance for Liability (WC, Property & Casualty, Liability)
Other types of insurance (Life, Disability Voluntary Benefits)
Describe the retirement strategy that you have in place:
Do you have any legal directives in place (Wills, Durable Powers of Attorney, Living Wills, Health Care Proxy)?
Do you have a Will or a Trust?
Do you own a piece of property?
Bank Accounts - List of Bank Accounts
Notes
Account Information
Rows
Type (Chk/CC/Loan,etc)
Bank Name
Year Account Opened
Online Access(Yes/No)
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Submit
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