Bookkeeping Client Intake Form

Bookkeeping Client Intake Form

Please enter your information as accurately as possible.
Name*

First NameLast Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Please choose which one do you want to be contacted by*

PhoneEmailDoes not matterOther

Company Information
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*

On a cash basisAccural
Your CPA and the firm they are with*
What bank is your main business account with?*