CBS Bookkeeping Client Intake Form

Camarillo Bookkeeping Services

Client Intake Form
Name

First NameLast Name
Email (Business preferred)
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Please choose which one you would like to be contacted by:

Other
- Company Name
- Company Website
- Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip CodeCountry
- How did you find me and what encouraged you to reach out?
- Please briefly explain what your company does in a few sentences
- Starting date of your company
  
  MonthDayYear
  Date
- Your job title
- Number of employees including you
- Type of company
  LLC, S-Corp, C-Corp, Sole-Proprietor
- File federal taxes
- Your CPA and the firm they are with
- What bank is your main business account with?
- Accounting software you use
  If QuickBooks, please indicate Desktop or Online
- Payroll software or company
  Is it Outsourced or done In-house?
- Number of check/debit transactions you have each month
- On Average, how many transactions per month?
  Both bank and credit card accounts
- Which ones do you enter?
  
  Other
- Do you pay 1099 vendors?
- Approximately, how many invoices do you generate each month?
- Are your tax returns current? When last did you file taxes?
- Please select the ones that are appropriate to you
  
  Other
- Number of bank accounts you have
- Number of credit cards you have
- Do you have any experience working with a bookkeeping service before?
- Please select the services you want us to provide
  
  Other
- Please give details about the service(s) you want from us
- Additional information we should know
- Let us take the stress out of your finances!
  We offer 3 tiers of value-based pricing to fit your budget and business size:
  - Bronze: For startups & small businesses.
  - Silver: Ideal for growing businesses.
  - Gold: For businesses seeking comprehensive financial solutions.
    
    We provide expert bookkeeping, payroll, and financial analysis to help your business succeed.
- When would you need us to start?
- Signature
- Please verify that you are human
- Should be Empty:

Camarillo Bookkeeping Services