Fractional CFO Client Intake Form
Name
First Name
Last 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
Phone
Email
Does not matter
Other
Company Information
Company Name
Company Website
Company Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please briefly explain what your company does
Starting date of your company
-
Month
-
Day
Year
Date
Your job title
Number of employees including you
Type of your company
LLC, S-Corp, C-Corp, Sole-Proprietor
File federal taxes
On a cash basis
Accural
Your CPA and the firm they are with
What bank is your main business account with?
Accounting Information and Needs
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?
Bills
Payments
Checks
Other
Do you pay 1099 vendors?
Yes
No
Approximately, how many invoices do you generate each month?
Please select the ones that appropriate to you
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 to work with a bookkeeping service before?
Yes
No
Please select the services you want us to provide
Client Billing
Financial Statements
Year End Tax Package
State Tax Reporting
Business Start-Up Assistance
Monthly Account Reconciliation
Budgeting/Forecasting
Transaction Entry
Payroll
Business Consulting
Contract Management
Cash Flow Reporting
Bill Pay
City Tax Reporting
Other
Please give details about to service(s) you want from us
Additional information we should know
Please verify that you are human
*
Submit
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