Small Business Intake Form

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)

How are you currently keeping your books?

What is your business entity?

What is your business industry?

Is your business considered a covered entity subject to HIPAA rules?

Which accounting basis does your business use?

How many locations does your business have that it needs bookkeeping for?

Which bookkeeping software functions do you currently use or want to use?

Which of the following account types do you have?

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?

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)?

Do you need assistance with 1099s at year end?

Do you need assistance with AR?

Do you need assistance with AP?

What currencies are you using?

USD, EUR, GBP, etc..

Are you interested in tracking receipts?

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?

Please select preferred frequency of bookkeeping services:

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.

How did you hear about Fat Cat Bookkeeping?