Client Intake Form - Personal Finance

Client Intake Form - Personal Finance

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 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?*
Which of the following account types do you have?*

CheckingSavingsCredit CardPayPalVenmoCashappWiseOther
How many of each of the above account types do you have that you would like tracked in the books?*
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?
What is your approximate annual gross revenue? (This helps me determine an accurate scope of work.)*

Below $100K$100K - $500K$500K - $1M$1M - $3MAbove $3M
Do you have any loans or fixed assets you'd like tracked?*
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?*
Please select preferred frequency of bookkeeping services:*

One time catch up / clean up / set up projectOngoing- 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.
How did you hear about Fat Cat Bookkeeping?*

Reddit r/smallbusiness subReddit general commentsNextdoorCraigslistReferralFat Cat Bookkeeping blogNone of the above
Should be Empty: