Bookkeeping Client Intake Form
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
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
Basis of Accounting?
Cash
Accural
Accounting Information and Needs
Current Accounting software
If QuickBooks, please indicate Desktop or Online
Payroll software or company
Estimated monthly transactions
Do you pay 1099 vendors?
Yes
No
Approximately, how many invoices do you generate each month?
Please select all that applies to your business
Accept Credit Cards
Collect Sales Tax
Track Inventory
Other
Number of business bank accounts
Number of business credit cards
Have you ever worked with a Bookkeeper?
Yes
No
Please select the services you want us to provide
Client Billing
Financial Statements
Year End Tax Package
State Tax Reporting
Monthly Account Reconciliation
Budgeting/Forecasting
Transaction Entry
Payroll
Cash Flow Reporting
Bill Pay
City Tax Reporting
Other
Please feel free to list any additional services desired.
Please verify that you are human
*
Submit
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