Intake Form
Thank you for considering ShayTex Bookkeeping LLC.
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Please choose your preferred method of communication.
*
Phone
Email
Zoom Call
Text
Other
How did you hear about ShayTex Bookkeeping LLC?
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Facebook
Instagram
Google
Referral
Other
Company Information
Company Name
*
Company Website
*
Or social media page
Company Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Is your business service-based, product-based, or both?
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Service
Product
Both
If product-based, how often do you file sales tax?
Monthly
Quarterly
Yearly
I'm strictly service-based - N/A
Please briefly explain what your company does.
*
Starting date of your company
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-
Month
-
Day
Year
Date
Your job title
*
Number of employees including you
*
Type of company
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LLC, S-Corp, C-Corp, Sole-Proprietor
File federal taxes
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Cash basis
Accural
Your CPA and the firm they are with?
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What bank is your main business account with?
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Accounting Information and Needs
Accounting software you use
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If QuickBooks, please indicate Desktop or Online
Payroll software or company
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Number of income and expenses transactions you have each month?
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Do you pay 1099 vendors?
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Yes
No
Approximately, how many invoices do you generate each month?
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How do you collect payments from your customers? (Select all that apply)
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QuickBooks Invoicing
POS
Cash/Checks
Other
Please select the ones that are appropriate to you.
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Accepting credit cards
Collecting sales tax
Tracking inventory in Quickbooks or other software
Other
Number of bank accounts you have
*
Number of credit cards you have
*
Do you have any experience working with a bookkeeping service before?
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Yes
No
Please select the services you want me to provide.
*
Financial Statements
Receipt Management
Monthly Account Reconciliation
Monthly Reports
General Bookkeeping
Payroll
Customized Reports
Bill Pay
Invoicing
Class Tracking
Clean Up
Catch Up
Inventory Tracking
Accounts Payable
Accounts Receivable
Other
If you need payroll services, how often does payroll need to completed?
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Weekly
Biweekly
Monthly
Other
I don't need payroll services.
Please give details about the service(s) you need from me and additional information I need to know.
*
How often would you like communication from me and on what topics? (please choose a time frame and topic)
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Monthly
Weekly
Questions as they come
Progress/Updates
Financial Reports/Status
What is the biggest challenge in your bookkeeping right now?
*
What is your monthly budget for a bookkeeper?
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$350-$500
$500-$800
$800-$1500
$1500-$2000.
Please verify that you are human.
*
Submit
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