Client Interest Form

Client Interest Form

Please fill out this form completely to help us provide you an accurate quote for services.
Please select the appropriate type of service request:
Name

First NameLast Name
Company Legal Name:
Company DBA Name:
Phone Number:
Please enter a valid phone number.
Email:
example@example.com
Do you need your company set up?:

YesNo
Select all items to be set up:

EINState LicenseCity LicenseState Employer AccountState Sales & Use Tax
Would you like Rocksteady Business Services to be your registered agent?:

YesNo
Entity Structure
Number of Business Owners:
Select Structure:
Year Business Opened:
Can you provide Articles of Organization?

YesNo
Fiscal or Calendar Year:
Last Month of Tax Year:
Do you files taxes as an S-Corp?

YesNo
What year were you established as a S-Corp taxation election?
Can you provide the S-corp taxation letter?

YesNo
Do you sell tangible goods?:

YesNo
Do you provide services?:

YesNo
Estimate of annual income:
Estimate of annual expenses:
Briefly describe the business activity and/or products and services:
Rocksteady Business Services does not service the adult entertainment industry.
How can Rocksteady Business Services best serve your business?
Do you need financial accounting/bookkeeping service?:

YesNo
Frequency of service:
Will you keep daily control of bookkeeping with our consultant services needed?

YesNo, I would like Rocksteady Business Services to take daily controlUnsure
Name of previous or current accounting software solution:
Point of Sale System Name (if applicable):
Number of bank accounts:
Number of liabilities, including credit cards, loans, etc:
Will you provide online access to all bank accounts, credit cards and loans?

YesNo
Do you have any assets that need to be added to the books?

YesNo
Do you have their purchase date, cost, and years of use in service?

YesNoYes, for some of them

Do you need clean-up work on books?

YesNo
How far back is the clean-up work in days?
Do you need business tax service?

YesNo
Do you need personal tax service?

YesNo
Can you provide tax returns for the last 2 years?

YesNoN/A
Are there any past tax returns that need to be completed?

YesNo
How many past returns need to be completed?
Are you subject to sales and use tax?:

YesNo
Do we need to file sales taxes for you?

YesNo
Are there any past due sales tax filings?

YesNo
Do you sell out of state?:

YesNo
How many states do you approximate?:
Are you registered to sell in those states?

YesNo
Can you provide tax permits?

YesNo
Do you pay 1099 vendors (contractors)?

YesNo
Number of 1099 vendors (contractors):
Do you need payroll service?:

YesNo
Number of employees:
Do you need Direct Deposit services?:

YesNo
Payroll Frequency:
Types of compensation:

HourlySalaryBonusCommissionTips
Types of benefits:

Medical InsuranceDental Insurance401kVacation/Sick LeaveFlexible Spending Account
Do you need timesheet services?:

YesNo
Do you have Worker's Compensation insurance?:

YesNo
Estimated Fees

These fees are estimates only and subject to change and DON'T INCLUDE tax service fees.
Estimated one-time fees:
This fee is the initial fee based upon a contracted start of the 1st of the month. This fee is subject to change based upon amounts determined within the engagement.
Estimated clean-up work fee:
This fee is based upon the amount of days needed for clean-up and subject to change based upon amounts determined within the engagement.
Rocksteady Business Services uses Intuit brand software only as well as automated banking services:

Upon acceptance of accounting/bookkeeping services the client company agrees;
- To a conversion from previous or current software to QuickBooks Desktop or QuickBooks Online accounting solutions
- To set up a user name and access code to all company bank accounts and liabilities for auto import to the company QuickBooks file
Should be Empty:

	Yes	No
Accounts Payable Services
Accounts Receivable Services
Controller Services
Inventory Control Services
Departmental Financial Reporting and Statements
Budgeting Services & Reporting
Job Costing Services & Reporting
QuickBooks Online setup
Consulting services
Customer Invoicing

Client Interest Form

Entity Structure

How can Rocksteady Business Services best serve your business?

Estimated Fees