New Client Proposal Information Form

Diamond Bookkeeping, LLC

New Client Proposal Information Form
Name

First NameLast Name
Company Legal Name
DBA (If being used)
Address

Street Address

Street Address

CityState / Province

Postal / Zip Code
Business Email
example@example.com
Home Number
Please enter a valid phone number.
Mobile Number
Please enter a valid phone number.
Date Company Started

MonthDayYear
Date
What is your business entity?
What is your EIN Number? (Optional)
Please give me a short overview on what your company is all about!
Services Needed (Or services that may be needed in the Future) Select all that apply!

Basic Bookkeeping ServicesPayrollAccounts PayableAccounts ReceivableInvoice AssistanceEstimate AssistancePayroll Tax AssistanceQuarterly Tax Assistance
How many business accounts/customers/clients do you currently have?

0 (None Currently)1-2021-5051-8081-200201-More
How many bank accounts (Checking and Savings) are you using for your business?

12-34-55 or more
For your Checking and Savings Accounts: How Many total transactions (Expenses and Income) does your business have each month, in EACH of the accounts you have? (Total up all transactions in all accounts)
How many Credit Card accounts are you using for your business?

12-34-55 or more
For your Credit Card Accounts: How Many total transactions (Expenses and Payments) does your business have each month, in EACH of the Credit Card accounts you have? (Total up all transactions on all cards)
If your business is needing Accounts Payable services, how many Vendors (out-going bills) do you pay each month?
If you are needing Invoice assistance, how many Invoices do you send out each month?
If you are needing Payroll Services, How many Employees do you have?
Do you have QuickBooks Online set up for your business currently?

YesNoI am not sure!
Is your business a Non-profit organization?

YesNoI am not sure!
Approximate Annual Income (If your business is new, enter an average Monthly Income) (Note: Please identify if your entry below is Annual or Monthly)
Please mark all that apply to your business currently.

I am behind on filing my taxes (personal, Business or Payroll taxes)My Books are currently up-to-date, but I need help moving forward.My business is new and I need help setting up or getting started in QuickbooksI am behind on my bookkeeping 1-4 monthsI am behind on my bookkeeping 5-9 monthsI am behind on my bookkeeping 10 months to 1 yearI am behind on my bookkeeping over 1 yearI am behind on my bookkeeping over 2 yearsMy business has other obstacles I need help with! (Please answer below)
Has your company ever been audited?

YesNoI Dont Know
Please elaborate on the other obstacles that your business is struggling with currently.
What other questions do you have for me that you will want me to answer during our meeting?
Thank you!

Julie Pritchard

Diamond Bookkeeping, LLC

(509) 939-4944

julie@diamondbookkeepingllc.com

diamondbookkeepingllc.com
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Diamond Bookkeeping, LLC