New Client Intake Form
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Please choose the best way to reach you
Phone
Email
Text
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
Your job title
Number of employees including you
Accounting Information and Needs
Accounting software you use
If QuickBooks, please indicate Desktop or Online
Payroll software or company
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
Approximately, how many invoices do you generate each month?
Number of bank accounts you have
Do you have any experience working with a virtual assistant service?
Yes
No
Please select the services you want us to provide
Invoicing
Monthly Account Reconciliation
Transaction Entry
Payroll
A/P
A/R Collections
Customer Service
Email
Estimates
Other
Please give details about the service(s) you want from us.
How frequently would you like me to check in with updates on ongoing tasks?
Daily
Weekly
Bi-weekley
As needed
Would you prefer a virtual assistant who is highly proactive or one who waits for direction?
Highly proactive
Wait for direction
A balance of both
Other
On average, how many hours per week would you like to free up by outsourcing administrative tasks?
5 - 10 hours
10 - 20 hours
20+ hours
Other
What is your budget range for virtual assistant services per month?
$200 - $400
$400 - $600
$600 - $1000
I'm not sure yet
How quickly do you need support?
Immediately
Within a week
Within a month
I'm just exploring options
Additional information we should know
Please verify that you are human
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