Client Intake Form
Instructions
Thank you for your interest in Integrity Stamp Bookkeeping and the services we have to offer! Fill out the form below to the best of your ability and follow the next step after submitting.
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
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
Type of your company
LLC, S-Corp, C-Corp, Sole-Proprietor
File federal taxes
Cash Basis
Accrual Basis
Your CPA and the firm they are with
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
If you do not currently use QuickBooks Online, are you willing to switch to this software?
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
Number of bank accounts you have
Number of credit cards you have
Do you have any experience to work with a bookkeeping service before?
Yes
No
Type of Service(s) You're Looking For
Setup
Setup + Cleanup
Setup, Cleanup + Monthly Services
Monthly Services (your books are already up to date, you're just needing someone to take over the work)
I'm not quite sure yet
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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