Initial Consultation Questionnaire

Consultation Intake Form

Are you interested in being a potential client of Magnolia Bookkeeping? We would love to know more about you and your business needs. Please complete this intake form so we can have a better understanding of how to support you prior to us scheduling our initial consultation. We look forward to chatting soon!
Name*

First NameLast Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Name of your Business:*
DBA?
Tell me a little about your business. What do you do? When did you start your business?*
How is your business set up? *
Do you have employees?*

Yes, subcontractors only (1099)Yes, employees only (W2)Yes, both subcontractors and employeesNo employeesOther
How often do you pay your employees?

WeeklyBi-WeeklySemi-MonthlyMonthlyNo PayrollOther
What are you currently doing for bookkeeping? *
Are you using a bookkeeper? CPA? Doing it yourself?
Do you have subscriptions or currently use any accounting software?*
QBO, Xero, Sage, Zoho?
If you have been doing your own bookkeeping, how long does it generally take you?
Do you currently work with an accountant (CPA), enrolled agent (EA), or tax specialist?*
Have you missed any filings? *

NoYes, just the previous tax year.Yes, many years (3-5 years).I need help!
Do you file extensions each year? *

YesNoSometimes
What was the last tax return you have filed for your business?*
My business has How many bank accounts do you have?* bank accounts. And I haveHow many credit cards do you have?* credit cards.
My business has How many loans or lines of credit?* business loans or lines of credit.
Do you pay sales tax? Do you file quarterly or monthly filings?*

NoYes, quarterly.Yes, monthly.I don’t know.
Do you keep your personal and business expenses separate?*

YesNoMost of the time.I need to stop commingling.
Do you invoice clients/customers? *
Do you have any Accounts Receivables (A/R)?
What does a month/week look like for you in terms of sales volume?*
(i.e-how many invoices do you usually issue in that time period?)
How do you track your payables? *
What does a month or week of expenses look like for you? BillPay, etc.
What is not working for you in this current function? *
What reports do you like to see?*

Profit & Loss (P&L)Balance Sheet (BS)Cash Flows OnlyAll of the AboveOther
How often would you like to see your reports?*

MonthlyQuarterlyEvery 6 monthsEOY Recap Only
Do you have online access to all your business accounts and credit cards?*

YesNo
Would you be willing to give me accountant access to all your online accounts to preform my duties?*

YesNo
How can I support you best? *
What are some things that you need support in? Understanding your reports? Knowing more about your business financial status? Money mindset? How can we support you best?
Do you have anything else that you would like to add about your business that was not already asked?
What is the next best date that you would be available for a consultation?

MonthDayYear
Date
Please upload any documents you feel would make our consultation easier:

Cancelof
All the information that I have provided above is true to the best of my knowledge. I understand that submitting fraudulent documents and information is a federal crime.

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Consultation Intake Form