New Bookkeeping 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 company
Please Select
Sole Proprietor
Partnership
C-Corp
S-Corp
Accounting method (matches tax return)
Cash basis
Accrual basis
Completed contract method
Other
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
Average 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
Please select the ones that appropriate to you
Collecting sales tax
Tracking inventory in Quickbooks or other software
Out-of-state sales
Other
Frequency for filing state excise tax returns (DOR)
Please Select
Annually
Quarterly
Monthly
Number of bank accounts you have
Number of credit cards / loans you have
Please select the services you want us to provide
Financial Statements
State Tax Reporting
Business Start-Up Assistance
Monthly Account Reconciliation
Budgeting/Forecasting
Transaction Entry
Payroll
Business Consulting
Cash Flow Reporting
Bill Pay
City Tax Reporting
Other
Please give details about the service(s) you are looking for
Additional information we should know
How did you hear about us?
Please verify that you are human
*
Submit
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