Bookkeeping Client Intake Form
Client Infomation
Name
*
First Name
Last Name
Social Security Number
*
Date of birth
*
-
Month
-
Day
Year
Date
Phone Number
*
Email
*
example@example.com
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Business Information
Company Name
*
EIN
*
Tax ID
Business Type
*
☐ Sole Proprietor ☐ LLC ☐ Partnership ☐ Corporation
Company Website
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Industry
Years in Operation
Number of Employees
Number of Bank Accounts
Number of Credit Cards
Estimated Monthly Trnasactions
Do you sell:
*
Services
Products
Both
Do you manage inventory?
*
Yes
No
Do you need to track:
*
Projects/Job
Classes
Locations
Financial & Accounting
Do you have an accountant/bookkeeper?
*
Yes
No
Name
Contact Info
Reason for change
Can We Request Prior Records?
*
Yes
No
Accounting method:
*
Cash
Accrual
Not sure
Key financial reports needed:
*
Profit and Loss
Balance Sheet
Cash Flow Statement
Other
Do you need to:
*
Invoice customers
Accept payments
Track expenses
Pay vendors (bills)
Run payroll
Service Needs
Please select the services you want us to provide
*
Monthly Bookkeeping
Payroll Services
Financial Statements
Budgeting and Forecasting
Quickbooks Setup/Support
Other
Please give details about to service(s) you want from us
Software & Access
Current Bookkeeping Software:
*
Quickbooks Online
Quickbooks Desktop
Xero
Wave
Excel/Manual
None
Other
Do you need to integrate with:
Point of Sale (POS)
eCommerce (Shopify, Amazon, etc.)
CRM tools
Other:
Data Migration (New User)
Are you switching from another accounting system?☐ Yes (System: ____________)☐ No
Name of the System
Do you have historical financial data to import?
Yes
No
Do you need help setting up:
Chart of Accounts
Opening balances
Bank feeds
Other
User Access (New User)
Who will need access to QuickBooks? (List names/roles):
What kind of access should they have?☐ Full☐ Limited (Specify): ______________________
How did you hear about us?
Referral
Online Search
Social Media
Other
Authorization & Acknowledgment
By signing below, I authorize WhiteApple Financial Team to collect and use the information provided for the purpose of delivering accounting and/or tax services. I understand that my information will be handled in accordance with privacy and data protection regulations.
*
Signature and Date
Please verify that you are human
*
Submit
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