Client Intake Form - Personal Finance
Fat Cat Bookkeeping
Name
*
First Name
Last Name
Email
*
This form will not reach my inbox unless you provide an email address.
Phone Number (if requesting a phone consult or text)
Please enter a valid phone number.
Format: (000) 000-0000.
What state are you located in?
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Can you tell me a bit about what bookkeeping services you need for your personal finances?
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How are you currently keeping your books?
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Which of the following account types do you have?
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Checking
Savings
Credit Card
PayPal
Venmo
Cashapp
Wise
Other
How many of each of the above account types do you have that you would like tracked in the books?
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This includes things like checking, savings, credit cards, PayPal, Venmo, etc..
Approximately how many income transactions do you have per month?
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Approximately how many expense transactions do you have per month?
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What is your approximate monthly or annual income?
What is your approximate annual gross revenue? (This helps me determine an accurate scope of work.)
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Below $100K
$100K - $500K
$500K - $1M
$1M - $3M
Above $3M
Do you have any loans or fixed assets you'd like tracked?
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Are you interested in tracking receipts?
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Are your books up to date or do you need catch up services? If so, how many months need to be caught up?
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Please select preferred frequency of bookkeeping services:
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One time catch up / clean up / set up project
Ongoing- monthly
Any additional details?
Would you prefer me to call, text, or email you in response to this form?
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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?
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Reddit r/smallbusiness sub
Reddit general comments
Nextdoor
Referral
Blog
Advertisement
None of the above
Submit
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