Intake Form

Bartee Accounting Services & Integrated Corporate Solutions

Client Intake Form
Thank you for choosing Bartee Accounting Services. Please complete this intake form to help us better understand your business needs. Based on the service you select, you’ll be guided to answer specific questions.

I understand that completing this form takes time and thought. Therefore, you can save the information you added and pick up where you left off.
SECTION 1: CONTACT INFORMATION
Full Name

First NameLast Name
Business Name
Industry
If Other, please specify.
Business Structure
Confirm Best Email Address for Client File
example@example.com
Phone Number
Please enter a valid phone number.
SECTION 2: BUSINESS OVERVIEW
Briefly Describe Your Business Operations
Business EIN
State of Incorporation/Registration
Years in Business
Current Annual Revenue Range
Number of Employees/Contractors
SECTION 3: BUSINESS SERVICES SECTION
Which Services Are You Interested In?

Standard Bookkeeping & Accounting ServicesCFO-Led Bookkeeping & Accounting ServicesOperational Development ServicesCombined Accounting & Operational Services
Section 3a: Bookkeeping & Cleanup (including CFO-Led) & Bookkeeping Cleanup
Which Type of Bookkeeping Services Are You Seeking?

Ongoing BookkeepingAccounting OversightPayroll ProcessingFinancial Statement PreparationBank & Credit Card ReconciliationsAccounts Payable/Receivable ManagementOther
If Other, please specify.
Do You Use Accounting Software Currently?
If yes, what software do you use?
If Other, please specify.
How Often Do You Require Bookkeeping Services?
Number of Business Accounts
Number of Business Credit Card Accounts
Estimated Number of Monthly Transactions
Do You Have a Payroll System in Place?
If Yes, which payroll system or company?
Do You Track Accounts Payable and Accounts Receivable
Are You Behind in Your Books?
If No, then please skip Section 3a.2.
Section 3a.2: Bookkeeping Cleanup Services
Specify the Cleanup Period
e.g., October 2024 - March 2025
Do You Currently Reconcile Accounts
Is Your Business Sales Tax Registered?
Do You Need Sales Tax Filing Assistance?
If Yes, are you behind in filing your sales tax?
If Yes, how far behind are you?
(e.g., 3 months, 1 year)
Are You Behind Filing Income Taxes
If Yes, how far behind are you?
(e.g., 3 months, 1 year)
Are There Any Specific Concerns or Issues We Should Be Aware Of?
What Are Your Main Goals for Our Accounting/Bookkeeping Services?
(e.g., Stay compliant, improve cash flow visibility, prepare for growth, etc.)
Document Uploads

To ensure a comprehensive review, please upload the following documents. You may upload multiple files per section. If a document type does not apply to your business, feel free to skip that upload field. Accepted formats: PDF, DOC, DOCX, XLS, PNG, JPG, ZIP.
Upload Access Credentials or View-Only Access for Accounting Software

If you’re using accounting software (e.g., QuickBooks, Xero), please invite reneebartee@barteeaccountingservices.com as a view-only user. Confirm your invitation in the box below.Alternatively, you may upload a document or screenshot with temporary access details, if applicable.
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Upload Recent Bank Statements for Each Business Account (Each Account - Last 3 Months)

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Upload Any Existing Financial Reports or Ledgers

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Upload Credit Card Statements for Each Business Credit Card (Each Credit Card - Last 3 Months)

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Prior Year Tax Returns

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Section 3a.3: CFO - Led Services
Do You Require Cash Flow Management & Forecasting?
Are You Interested in Financial Strategy & Advisory?
Do You Need Budget Creation & Monitoring?
Describe Any Financial Challenges or Strategic Goals You Have
Would You Like Support with Business Credit Building?
Section 3b: Operational Development Needs
Which Areas Do You Need Assistance With?

Business Process DevelopmentPolicy & Procedure WritingWorkflow OptimizationInternal Controls ImplementationCompliance & Regulatory ProcessesStaff Roles & Responsibilities StructuringStandard Operating Procedures (SOPs)Automation & System IntegrationOther
If Other, please specify.
Describe the Current Challenges in Your Operations
What Are Your Top 3 Goals for Operational Development?
Do You Currently Have Any Documented Processes or SOPs
3a. If Yes, please upload all existing Standard Operating Procedures (SOPs), workflow documentation, process maps, or any operational guidelines your business currently uses. There is no limit to the number of files you can upload. Accepted formats: PDF, DOC, DOCX, XLS, PNG, JPG, ZIP.

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Are there Any Specific Deadlines or Timeframes for This Project?
Technology & Systems
List Any Software or Tools Currently Used for Operations (e.g., CRM, Project Management, Accounting Software, etc.)
Are You Open to Implementing New Systems or Automations?
Do You Have a Dedicated Team Member for Operations Management?
If Yes, provide their name and role.
Additional Information
Have You Worked with a Consultant for Operational Development Before?
If Yes, briefly describe the experience.
Upload any additional documents that support your business operations, such as organizational charts, company policies, employee handbooks, or internal manuals. Feel free to include multiple files as needed. Accepted formats: PDF, DOC, DOCX, XLS, PNG, JPG, ZIP.

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How Did You Hear About Us?
Preferred Method of Communication
SECTION 5: AUTHORIZATION & AGREEMENT
Acknowledgment of Service Terms
I acknowledge that submitting this form does not constitute a formal engagement until a signed agreement to conduct desired services is executed and any required fees are paid.
Please confirm acknowledgment of the Service Terms below:*
Do You Agree to Proceed with a Diagnostic Review to Assess Your Accounting and/or Operational Needs?
Signature

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Thank you for providing your business information. To proceed with a comprehensive evaluation, Bartee Accounting Services & Integrated Corporate Solutions requires a Diagnostic Review Fee.

This fee covers a detailed analysis of your financial records, operational processes, and overall business structure to identify inefficiencies, compliance risks, and growth opportunities.

The diagnostic ensures we deliver a tailored proposal aligned with your specific needs. Payment is required to initiate the review process.

The diagnostic review process starts the moment you payment is made. The diagnostic review will take between 7 - 10 days to conduct.

If ongoing services are engaged within 7 days of proposal delivery, the diagnostic fee paid will be credited toward your first invoice.
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Bartee Accounting Services & Integrated Corporate Solutions

SECTION 1: CONTACT INFORMATION

SECTION 2: BUSINESS OVERVIEW

SECTION 3: BUSINESS SERVICES SECTION

Section 3a: Bookkeeping & Cleanup (including CFO-Led) & Bookkeeping Cleanup

Section 3a.2: Bookkeeping Cleanup Services

Document Uploads

Section 3a.3: CFO - Led Services

Section 3b: Operational Development Needs

Technology & Systems

Additional Information

SECTION 5: AUTHORIZATION & AGREEMENT

Acknowledgment of Service Terms