Services Form

Please Read Before Completing This Form:

This form helps us understand your business and tailor our services.
All information is kept strictly confidential. We adhere to industry standards to protect your data.
An introductory call must be completed prior to initiating engagement. Our bookkeeping consultation provides general bookkeeping and accounting support based on the information you submit. It is not financial, legal, tax, or investment advice, and should not be construed as such. We are not CPAs or licensed financial advisors, and do not hold ourselves out as such. The introductory (consultation) call does not establish a professional-client relationship, and we do not audit, review, or verfiy your financial data for accuracy or fraud.

Business structure.* This field is required.

Sole Proprietor

Limited Liability Company (LLC)

Corporation (C-Corp)

Partnership

Non-Profit

Other

Does the business have S-Corp election?* This field is required.

Yes

Are you currently using accounting software?* This field is required.

Yes

Which accounting software?* This field is required.

QuickBooks

Xero

Net Suite

Sage

Wave

Other

Please enter name of other accounting software.* This field is required.

Do you have accountant access enabled?* This field is required.

Yes

Don't know

On a scale of [1-5]. How comfortable are you with the software?* This field is required.1 = Lowest | 5 = Highest

What services are you looking for?* This field is required.Select all that apply.

Ongoing monthly bookkeeping services

Cleanup / catch-up bookkeeping

Payroll

Accounts Payable

Accounts Receivable

Sales Tax Filing

Financial Reporting

Budgeting / Forecasting

Other

Are you interested in setting up payroll services?* This field is required.

Yes

Which payroll software are you currently using?* This field is required.

ADP

QuickBooks Payroll

Paychex

Gusto

Other

No Payroll

Please enter name of other payroll service.* This field is required.

Are your books currently up to date?* This field is required.

Yes

Do you have historical records available?* This field is required.

Yes

How many bank accounts and credit cards does your business use?* This field is required.

Do you have business loans or lines of credit?* This field is required.

Yes

Do you need help tracking reimbursements, inventory, loans, COGS, or owner's equity?* This field is required.

Yes

Select all that apply.* This field is required.

Inventory

Reimbursements

Loans

Cost of Goods Sold (COGS)

Owner's Equity

How often do you need bookkeeping?* This field is required.

Weekly

Bi-weekly

Monthly

Quarterly

Company information* This field is required.

Enter company email

Enter phone

Company address* This field is required.

City

State

Zip Code

Country

Industry sector.* This field is required.

Your information* This field is required.

Enter your email

Enter phone

Partner information* This field is required.

Partner email

Partner phone

Consent* This field is required.

This is a verified number.

CJ Accounting & Bookkeeping Services can call, text and leave voicemails at the phone number provided.

You agree to receive important bookkeeping communications electronically and to regularly check the email address provided. Communications sent to that email address will be considered received.

You confirm the information is accurate to the best of your knowledge to its use for bookkeeping purposes.

Briefly tell us why you are seeking bookkeeping services at this time?

What are your pain points?

0/200

NEXT STEPS:

Submit this form.
We will review and follow up.
Sign engagment letter & collect documents.
Initial setup & clean up.
Begin regular bookkeeping services.
If you do not respond within 7 days of us emailing you, we will assume you are no longer interested and will close out your request.

Services Form