Client Intake Form

CLIENT INTAKE FORM
Name

First NameLast Name
Phone Number
E-mail
example@example.com
What types of accounting services are you needing?

BookkeepingSales TaxBusiness ConsultationTax Return Filing(s)Tax/Business QuestionTax ConsultationPayrollOther
What tax return years are you needing filed?
What state(s) do you live in?
What state(s) do you work in?
Are you or your spouse a business owner?

YesNo
How many businesses are you and/or your spouse an owner of?
Business Name(s)
Types of products/services sold
Business entity type
How many owners?
Do you or your spouse own rental property?

YesNo
How many rental properties do you and/or your spouse own?
Short-term (6 months or less) or long-term rental property?

Short-termLong-termBoth
Is your bookkeeping up-to-date?

YesNoI don't know
How did you hear about us?
Bookkeeping
What type of bookkeeping service do you need?

Monthly Bookkeeping ServiceReview & Clean Up/Catch Up Bookkeeping Service
My full service Monthly Bookkeeping fee starts at $200/month. Is this in your budget?

YesNo
My starting fee for a 12-month Review & Clean Up/Catch Up Bookkeeping Service is $1,200. Is this in your budget?

YesNo
How many years of bookkeeping do you need cleaned up/caught up?
What is motivating you to pay for bookkeeping assistance?

Getting my time backHaving accurate and up-to-date books for my taxesWanting to know my actual revenue, expense, and profitAll of the aboveOther
Type your message here
Thank you for filling out our Client Intake Form! Please allow up to 3 business days for our response.
Should be Empty:

CLIENT INTAKE FORM

Bookkeeping