Bookkeeping Client Intake Form

Bookkeeping Client Intake Form
Name*

First NameLast Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Please choose which one do you want to be contacted by

PhoneEmailDoes not matterOther

Company Information
Company Name*
Company Website
Company Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Please briefly explain what your company does
Starting date of your company

MonthDayYear
Date
Your job title
Number of employees including you
Type of your company
LLC, S-Corp, C-Corp, Sole-Proprietor
File federal taxes

On a cash basisAccural
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
Number of check/debit transactions you have each month
Which ones do you enter?

BillsPaymentsChecksOther
Do you pay 1099 vendors?

YesNo
Approximately, how many invoices do you generate each month?
Please select the ones that appropriate to you

Accepting credit cardsCollecting sales taxTracking inventory in Quickbooks or other softwareOther
Number of bank accounts you have
Number of credit cards you have
Do you have any experience to work with a bookkeeping service before?

YesNo
Please select the services you want us to provide

Client BillingFinancial StatementsYear End Tax PackageState Tax ReportingBusiness Start-Up AssistanceMonthly Account ReconciliationBudgeting/ForecastingTransaction EntryPayrollBusiness ConsultingContract ManagementCash Flow ReportingBill PayCity Tax ReportingOther
Please give details about to service(s) you want from us
Additional information we should know
Please verify that you are human*
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prevnext( X )
MONTHLY ACCOUNTING SERVICE FEEMonthly Accounting Services Charge - Regular Cost $250
$175.00 Quantity



QUARTERLY ACCOUNTING SERVICE FEEQuarterly Accounting Services Charge - Regular Cost $750.00
$500.00 Quantity



ANNUAL ACCOUNTING SERVICE FEE - GREAT DEALAnnual Accounting Services Charge - Regular Cost $3,000.00
$1,975.00 Quantity



MONTHLY PAYROLL SERVICE FEEMonthly Payroll Service Charge - Regular Cost $675.00
$450.00 Quantity



QUARTERLY PAYROLL SERVICE FEEQuarterly Payroll Services Charge - Regular Cost $2,025.00
$1,575.00 Quantity



ANNUAL PAYROLL SERVICE FEE -GREAT DEALAnnual Payroll Services Charge - Regular Cost $8,000.00
$4,250.00 Quantity



Total

$0.00
Payment Methods

Fastlane Checkout

Choose from one of the PayPal options to make your payment.

Contact Info

Payment Info
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