New Bookkeeping/ Tax Client Information
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
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
Business structure
LLC, S-Corp, C-Corp, Sole-Proprietor
Business EIN
Cash basis
Accrual
Name of your CPA
Name of CPA's firm
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
Approx. number of check/debit transactions you have each month
Which ones do you enter?
Bills
Payments
Checks
Other
Do you pay 1099 vendors?
Yes
No
Approximately, how many customer invoices do you generate each month?
Please select the ones that appropriate 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
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Services Needed:
Bookkeeping
Please select the BOOKKEEPING services you want us to provide
Monthly Account Reconciliation
Financial Statements
Transaction Entry
Customer Billing/ A/R
Contract Management
Bill Pay
Business Start-Up Assistance
Budgeting/Forecasting
Year-End Tax Bookkeeping
Other
QuickBooks Online Training
Please select the TRAINING services you want us to provide
Individual Training - Beginning
Individual Training-Advanced
Group Training
Other
Tax Services
Please select the TAX services you want us to provide
Individual Income Tax (1040/Sch C)
Business Tax (1120S/1065)
Sales Tax
Payroll Tax
Other
Payroll
Please select the PAYROLL services you want us to provide
Payroll Processing
Payroll tax reporting/returns
Payroll tax payments
Other
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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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