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.
What state are you located in?
Can you tell me a bit about what bookkeeping services you need for your personal finances?
How are you currently keeping your books?
How many bank and credit card accounts do you have that you would like tracked?
This includes things like checking, savings, credit cards, PayPal, Venmo, etc..
Approximately how many income transactions do you have per month?
Approximately how many expense transactions do you have per month?
What is your approximate monthly or annual income?
Are you interested in tracking receipts?
Are your books up to date or do you need catch up services? If so, how many months need to be caught up?
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.
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