Bookkeeping Client Intake Form
Business Owner's Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Please choose which one do you want to be contacted by
Phone Call
Email
Text
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
Number of employees including you
Accounting Information and Needs
Type of your company
LLC, S-Corp, C-Corp, Sole-Proprietor, Partnership
Tax ID #
Name all owners and the percentage of their ownerships
File federal taxes
On a cash basis
Accural
What company filed your taxes last year?
What bank is your main operating bank
Accounting software you use
If QuickBooks, please indicate Desktop or Online
Payroll software or company
401K Company
HSA/FSA Company
Number of Loans
Number of transactions per month
How many invoices are generated monthly?
Are cash payments deposited?
Do you pay 1099 vendors/Subcontractors?
Yes
No
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
Does your company use a 3rd party company (Venmo, Paypal, Shopify, Square,etc)
Do you have any experience working with a bookkeeping service before?
Yes
No
Do you use any of your accounts for non-business/personal transactions? If yes, which ones?
Please select the services you want us to provide
Client Billing
Financial Statements
Year End Tax Package
State Tax Reporting
Business Start-Up Assistance
Monthly Account Reconciliation
Budgeting/Forecasting
Transaction Entry
Payroll
Business Consulting
Contract Management
Cash Flow Reporting
Bill Pay
City Tax Reporting
Other
Please give details about to service(s) you want from us
Additional information we should know
Please verify that you are human
*
Submit
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