Bookkeeping Client Intake Form

Bookkeeping Client Intake Form
To better serve our current bookkeeping clients we are not taking on new bookkeeping clients at this time. However, we do have a list of potential clients to help as space becomes available. If you would like to be added to this list, please continue filling out this form.
Name

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Please choose which one do you want to be contacted by

Other
- Company Name
- Company Website
- Company Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Please briefly explain what your company does
- Starting date of your company
  
  MonthDayYear
  Date
- Your job title
- Number of employees including you
- Type of your company
  LLC, S-Corp, C-Corp, Sole-Proprietor
- File federal taxes
- Your CPA and the firm they are with
- What bank is your main business account with?
- Accounting software you use
  If QuickBooks, please indicate Desktop or Online
- Payroll software or company
- Number of check/debit transactions you have each month
- Which ones do you enter?
  
  Other
- Do you pay 1099 vendors?
- Approximately, how many invoices do you generate each month?
- Please select the ones that appropriate to you
  
  Other
- Number of bank accounts you have
- Number of credit cards you have
- Do you have any experience to work with a bookkeeping service before?
- Please select the services you want us to provide
  
  Other
- Please give details about to service(s) you want from us
- Additional information we should know
- Please verify that you are human
- Should be Empty: