New Client - Bookkeeping Intake Form
Responsible Party's Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Preferred method of contact
*
Phone Call
Text
Email
Does not matter
Preferred method for consultation
*
Phone Call
Zoom
In Person
Does not matter
Company Information
Company Name
*
Company EIN Number
*
Entity Type
*
C Corp
S Corp
Partnership
Sole Propreitor
Non Profit
Are you an LLC?
*
Yes
No
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
Date Incorporated, if applicable
*
-
Month
-
Day
Year
Date
Accounting Information and Needs
Name of accounting software you use, if any or list how you keep track of income/expenses now
If Quickbooks, please specify desktop or online - If online, you will need to provide us with accountant's access at cureforthecommontax@gmail.com
Average number of check/debit transactions you have each month
*
Average number of invoices you generate each month?
*
Do you pay 1099 vendors?
*
Yes
No
Do you keep track of inventory?
*
Yes
No
Do you have employees?
*
Yes
No
Name of payroll software or company you use, if any
Please select the ones that are appropriate to you
Accept credit cards
Collect and remit sales tax
Tracking inventory
Assets/Depreciation
Other
Number of bank accounts you have
Number of credit cards you have
Please select the services you want us to provide
*
Client Invoicing (A/R)
Bill Pay (A/P)
Financial Statements
Year End Tax Prep
Business Start-Up Assistance
Monthly Bank Account Reconciliation
Transaction Data Entry/Clean Up
Payroll
Quickbooks Monitoring/Assistance
Calculate and remit sales tax
Other
Please give details about the service(s) you want from us
Additional information we should know
Please verify that you are human
*
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