Lawrence Bookkeeping Intake Form
Full Name
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Business Name
*
Best Email Address
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Best Phone Number
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About Your Business
How long have you been in business?
What services, products, or goods does your business or organization provide?
What is your current tech stack? i.e. POS System, CRM, Member Management, Manufacturing Software, ERP, Etc.
How many employees do you currently have?
1-5
6-20
21-50
51+
Are you looking for payroll support?
Yes
No
Maybe
Are you a Franchise?
No
Yes
Tax Status and Entity Information
Business Entity?
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Sole Proprietorship
Single Member LLC
Partnership
Corporation
Nonprofit
LLC Entity
Please tell us how your LLC is currently taxed
LLC - taxed as a Sole Prop (Sched C)
LLC - S Corp Election
I don't know
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Current Financial Management
Do you currently have a bookkeeping system in place?
Yes
No
Do you work with a CPA or tax professional?
Yes
No
What accounting software, if any, are you using?
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QuickBooks Online
QuickBooks Desktop
Xero
Wave
Zoho
Excel
Other
Can you provide access to your bookkeeping software should you decide to move forward with a financial review?
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Yes
No
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Goals
What are your top priorities for your bookkeeping or financial management? Please select all that apply.
Improving Financial Clarity
Streamlining Workflows
Managing Cash Flow
Preparing For Growth
Tax Readiness
What would you like to achieve by working with Lawrence Bookkeeping?
Please share anything else you would like to discuss further in our Right Fit Session
We love to show our gratitude for referrals! How did you hear about us? So we can thank them.
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Scheduling
Please select a date and time that is most convenient for you.
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