New Client Intake Form
Legal Business Name
*
Business Address:
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Business Phone Number:
Please enter a valid phone number.
Business Owner Name:
*
First Name
Last Name
Preferred Number for Communications:
*
Please enter a valid phone number.
Business Owner Email Address for Communications:
*
example@example.com
Business Owner Name:
First Name
Last Name
Preferred Number for Communications:
Please enter a valid phone number.
Accountant/Firm Name (if applicable):
Accountant Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Accountant Email:
example@example.com
Accountant Phone Number:
Please enter a valid phone number.
What version of QuickBooks do you have (if any)? Doyou need to access QuickBooks on a regular basis?
How do you organize receipts/financial documents?
Categories of receipts:
How many employees do you have (if any?) Which payroll service do you use?
Will you need me to manage your payroll?
POS System currently used (if any):
Is there anything unique about how you do banking (PayPal account, credit cards, etc.)?
Is there anything unique about how you’d like your P&L organized (pre-set accounts, classes, tracking jobs, etc.)?
How do you prefer I communicate with you (text, email,call)? Would you prefer a monthly phone call or questions as they come?
Do you need to send out regular invoices?
Do you need assistance with a business budget?
Do you typically pay expenses via bank account, credit card, etc.?
Do you have any specific needs you would like me to know about?
Do you have or need an inventory system?
What is the biggest challenge in your businessright now?
If there was one thing that you wished I could help you with what would that be?
Submit
Should be Empty: