Bookkeeping Client Intake Form

Bookkeeping Client Intake Form
Name*

First NameLast Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
PhoneEmailDoes not matterOther
- 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
- On a cash basisAccural
- Your CPA and the firm they are with
- What bank is your main business account with?
- Accounting software you use
  If QuickBooks, please indicate Desktop or Online
- Payroll software or company
- Number of check/debit transactions you have each month
- BillsPaymentsChecksOther
- YesNo
- Approximately, how many invoices do you generate each month?
- Accepting credit cardsCollecting sales taxTracking inventory in Quickbooks or other softwareOther
- Number of bank accounts you have
- Number of credit cards you have
- YesNo
- 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*
- Memorial Day Savings EXPIRES 05/27/2025
  prevnext( X )
  
  MONTHLY ACCOUNTING SERVICE FEE
  Monthly Accounting Services Charge - Regular Cost $250
  
  $175.00 Quantity
  
  
  
  QUARTERLY ACCOUNTING SERVICE FEE
  Quarterly Accounting Services Charge - Regular Cost $750.00
  
  $500.00 Quantity
  
  
  
  ANNUAL ACCOUNTING SERVICE FEE - GREAT DEAL
  Annual Accounting Services Charge - Regular Cost $3,000.00
  
  $1,975.00 Quantity
  
  
  
  MONTHLY PAYROLL SERVICE FEE
  Monthly Payroll Service Charge - Regular Cost $675.00
  
  $450.00 Quantity
  
  
  
  QUARTERLY PAYROLL SERVICE FEE
  Quarterly Payroll Services Charge - Regular Cost $2,025.00
  
  $1,575.00 Quantity
  
  
  
  ANNUAL PAYROLL SERVICE FEE -GREAT DEAL
  Annual 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
- Should be Empty: