Client Intake Form
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Please choose which one do you want to be contacted by
*
Phone
Email
Company Information
Company Name
*
Type of Business
*
Please Select
Retail
E-Commerce
Service-Based
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
*
Business Structure
*
LLC, S-Corp, C-Corp, Sole-Proprietor
Accounting Information and Needs
What Specific Bookkeeping services are needed?
*
How many bank & credit card accounts are used?
How many vendors do you pay each month?
Do you have payroll? If yes, what software are you using?
Do you have Accounts Receivables (A/R) or Accounts Payables (A/P)?
What accounting software do you currently use?
Any additional details we should know?
Up to 500 words.
Please verify that you are human
*
Submit
Should be Empty: