Merrimack Valley Bookkeeping Pre-Consultation Form
Welcome! please fill out the form below, I will contact you within 48 hours of submission to set up a consultation. If you are unsure of how to answer any question please type "Unsure" in the text box. All submitted forms are encrypted and password protected for your safety. Please be advised that new client onboarding is scheduling out 60-90 days at this time, I will be unable to accommodate 2025 clean up work unless you have filed a tax extension.
Your Name
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First Name
Last Name
Business Name
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Your Job Title
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Phone:
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Email:
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Preferred method of contact
Phone
Email
What services are you in need of?
I need ongoing bookkeeping services (includes initial clean up if applicable)
I just need a review of my books to make sure I've been doing things properly
I need a clean up of prior years books
I need help setting up my books so I can do it myself
I need payroll services
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What type of business do you own? Please briefly describe what your business does.
Is Your business an LLC: S-Corp, C-Corp, Sole-Proprietor, or Non-Profit?
Name of your current CPA, and the Firm they are employed with (if you do not have one please type N/A)
Do you currently record your transactions on a cash or accrual basis? Cash ( I only record transactions at the time they occur) Accrual (I record upcoming bills and invoices before payment is sent or received)
Cash
Accrual
Unsure
I do not currently keep records of my transactions and need help setting up my accounts
How many employees do you have including yourself?
Number of Bank(s) you currently have open and active business accounts with; please include credit cards, checking, savings and loans. accounts. **if you do not have a business account please describe which accounts you use.
List any Accounting/ Bookkeeping software you use, i.e. Xero, quickbooks, wave
What is your companies average monthly revenue?
Do you pay any 1099 Vendors each month? if yes, how many?
Approximately how many invoices do you generate each month?
Do you accept credit/ debit card payments from your customers? if yes, which software do you use? I.e. Square, clover, stripe, etc.
Do you currently collect sales tax from your customers?
Yes
No
My sales are tax exempt
unsure
Would you like assistance with collecting payments from customers that have not paid past due invoices?
Yes
No
Unsure
Would you like assistance with processing bill payments and managing payments to vendors that you owe?
Yes
No
Unsure
What is your biggest financial challenge at this point in time?
Type any additional information you think I may need to know below
How did you hear about Merrimack Valley Bookkeeping?
Google Search
Facebook Ad
Referral from a friend (Please type their name below)
Other (Please describe below)
Other
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