Small Business Intake Form

Small Business Intake Form

Fat Cat Bookkeeping
Name*

First NameLast Name
Email*
This form will not reach my inbox unless you provide an email address.
Phone Number (if requesting phone consult or text)
Please enter a valid phone number.Format: (000) 000-0000.
In which state is your business located?*
Please tell me a bit about your business and what bookkeeping services you need:*
Please provide your website URL (if applicable)
QuickBooks OnlineQuickBooks DesktopSpreadsheetsXeroFreshbooksNo bookkeeping systemOther
Sole proprietorPartnershipS corpC corpNonprofitSingle member LLC (filing as sole prop)Single member LLC (filing as corporation)Other
What is your business industry?*
YesNo
Cash basisAccrual basisDon't know
How many locations does your business have that it needs bookkeeping for?*
Location trackingClass trackingProjectsNone of the above
CheckingSavingsCredit cardPayPalVenmoCashappWiseOther
How many of each of the above account types do you have?*
For example, 3 checking accounts, 2 credit cards, etc..
What are your sources of income?*
For example- memberships, events, products, services, etc..
How do you receive client payments, and how many payment processing accounts do you have?*
Stripe, Square, Shopify, direct to bank, etc..
Do you have a sales tax obligation? If so, in what state(s)? Is this remitted for you by a payment processor or platform, or do you manually remit sales taxes?*
For ecommerce businesses - which platforms do you sell on?
Etsy, eBay, Amazon, company website, etc..
If you have inventory, how are you currently tracking inventory? Do you use a perpetual or periodic inventory system?
Do you track any loans or fixed assets in the books?*
Approximately how many income transactions do you have per month?*
Approximately how many expense transactions do you have per month?*
What is your approximate annual gross revenue?*
Below $100K$100K - $500K$500K - $1M$1M - $3MAbove $3M
Do you have any W2 employees or 1099 contractors?*
Do you need assistance with contractor payments or payroll services?*
Please note that I do not offer payroll services at this time.
Who is your current payroll provider (if applicable)?
YesNoDon't know
YesNoDon't know
YesNoDon't know
What currencies are you using?*
USD, EUR, GBP, etc..
YesNoMaybe
Are your business and personal transactions mixed or separate?*
Do you ever pay for business expenses with personal bank accounts?*
Do you ever pay for personal expenses with business bank accounts?*
Are your books up to date or do you need catch up or clean up services? If so, how many months need to be caught up / cleaned up?*
When were your accounts last reconciled?*
One-time catch up / clean up / set up projectOngoing bookkeeping - monthly
Any additional details?
Would you prefer me to call, text, or email you in response to this form?*
Please note: if you would like a response via email and do not hear from me within two days, please check your spam folder.
Reddit r/smallbusiness subReddit - general commentsNextdoorCraigslistReferralFat Cat Bookkeeping blogNone of the above
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