The PRC Financial Group Client Intake Form
Let us get to know your business
Your 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
Company Information
Company Name
*
Company Website (if applicable)
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 (optional)
-
Month
-
Day
Year
Date
Your job title
Number of employees including you
Type of your company
LLC, S-Corp, C-Corp, Sole-Proprietor
What accounting method do you file federal taxes
On a cash basis
Accural
Unsure
Other
Your CPA and the firm they are with (if applicable)
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
How often do you run payroll
Number of check/debit transactions you have each month
*
How many transactions show on your bank statements (best estimate)
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?
Please select the ones that apply to you
Accepting credit cards
Collecting sales tax
Tracking inventory in Quickbooks or other software
Other
Number of bank accounts you have
Number of credit cards you have
How many loans do you have
Do you have any experience working with a bookkeeping service before?
Yes
No
Please select the services you want us to provide
*
Client Billing (we invoice your clients)
Financial Statements
Year End Tax Package
State Tax Reporting
Business Start-Up Assistance
Monthly Account Reconciliation (bookkeeping)
Budgeting/Forecasting
Book Cleanup Services
Payroll
Business Consulting
Contract Management
Cash Flow Reporting
Bill Pay (we manage your bills)
City Tax Reporting
Other
Please give details about the service(s) you want from us
Are your books up to date? If not how many months cleanup do you need?
*
Additional information we should know
Please verify that you are human
*
Submit
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