Client Intake Form
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Please choose which one do you want to be contacted by
Phone
Email
Does not matter
Other
Are you looking for Event Planning, Administrative or Marketing services?
Please Select
Marketing
Admin - File Organization and Process
Admin - Calendar Management
Event Planning
Company Information
Company Name
Company Website
Company Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please briefly explain what your company does
Starting date of your company
-
Month
-
Day
Year
Date
Your job title
Number of employees including you
Type of your company
LLC, S-Corp, C-Corp, Sole-Proprietor
Your CPA and the firm they are with
What bank is your main business account with?
Accounting Information and Needs
Accounting software you use
If QuickBooks, please indicate Desktop or Online
Payroll software or company
Which ones do you enter?
Bills
Payments
Checks
Other
Do you pay 1099 vendors?
Yes
No
Approximately, how many invoices do you generate each month?
Do you have inventory?
Yes
No
Number of bank accounts you have
Number of credit cards you have
Do you have any experience to work with a bookkeeping service before?
Yes
No
What specific bookkeeping services are you looking for (e.g., transaction recording, reconciliation, financial analysis)?
Additional information we should know
Please verify that you are human
*
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Marketing
Company Name
Company Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please briefly explain what your company does
Do you have a logo?
Please Select
Yes
No
I need one!
Do you have brand colors?
Please Select
Yes
No
I need them.
What can I help you with?
Email campaign (monthly/quarterly)
Social Media (monthly)
Brand Development - Logo & Business Card Design
Graphic Design - Brochure
Graphic Design - Flyer
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Next
Event Planning
Basics
Event Name or Type
Date
-
Month
-
Day
Year
Date
Event Location
Event Venue
What's the vibe you're going for? (e.g., fun and casual, formal and elegant):
How many guests are you expecting?
Any special requests or must-haves for your event?
Your Vision
What inspired you to plan this event?
Do you have any specific themes or ideas in mind?
Practical Things
Budget Range (we're here to make magic within your means!):
Any deadlines we should know about?
Have you already booked any vendors or services?
Entertainment Wishlist (music, activities, anything you fancy):
Catering Cravings (tell us your taste buds' dreams):
Should be Empty: