Bookkeeping Intake Form

1
PERSONAL INFORMATIONPROVIDE DETAILS ABOUT YOURSELF AND YOUR BUSINESS
FULL NAME
YOUR ROLE/TITLE
BUSINESS NAME
PHONE NUMBER
EMAIL ADDRESS
BUSINESS ADDRESS
TELL US ABOUT YOUR BUSINESS
2
BUSINESS INFORMATIONTELL US MORE ABOUT YOUR BUSINESS
BUSINESS START DATE
Please Select
Please Select
Sole-Proprietor
LLC
S-Corp
C-Corp
Non-Profit
BUSINESS STRUCTURE
PROVIDE DETAILS ON OWNERS/PARTNERS
Less than $5k
$5k - $10k
$10k - $25k
$25k - $50k
$50k+
AVERAGE MONTHLY INCOME
Please Select
Please Select
None
1-10
11-25
26-50
51-100
100+
# OF INVOICES SENT PER MONTH
Less than $5k
$5k - $10k
$10k - $25k
$25k - $50k
$50k+
AVERAGE MONTHLY EXPENSES
Please Select
Please Select
None
1-10
11-25
26-50
51-100
# OF MONTHLY EXPENSE TRANSACTIONS
Please Select
Please Select
QUICKBOOKS
XERO
FRESHBOOKS
WAVE
SAGE
NETSUITE
ZOHO BOOKS
SQUARE
PAYPAL
STRIPE
CLOVER
VENMO
ZELLE
CASH APP
SHOPIFY PAYMENTS
AMAZON PAY
GUSTO
ADP
PAYCHEX
BILL.COM
EXPENSIFY
DO YOU USE ANY OF THESE SOFTWARES OR TOOLS?
3
HOW CAN WE HELP YOUPLEASE SELECT ALL THAT APPLY
MONTHLY BOOKKEEPING
CLEAN-UP BOOKS
PAYROLL SUPPORT
SALES TAX TRACKING
FINANCIAL REPORTING
STRATEGIC ADVISORY
BUSINESS TAX PREPARATION
1099 CONTRACTOR TRACKING
GRANT TRACKING
FUNDER READY REPORTS
Other
4
UPLOAD A LIST OF YOUR PRODUCTS/SERVICESPLEASE INCLUDE DESCRIPTION, PRICES, ETC.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
5
LIST ALL YOUR BUSINESS BANK ACCOUNTS, CREDIT CARDS ETCALL ACCOUNTS USED FOR BUSINESS PURPOSES, INCLUDING LINES OF CREDIT
BANK NAME
LAST 4 OF ACCOUNT
ACCOUNT TYPE
ACCOUNT USE
ACCOUNT
Row 0, Column 0
Row 0, Column 1
Business Checking
Business Savings
Business Credit Card
Business Line of Credit
Personal Checking
Personal Savings
Personal Credit Card
Personal Line of Credit
Other
Row 0, Column 2
Row 0, Column 3
ACCOUNT
Row 1, Column 0
Row 1, Column 1
Business Checking
Business Savings
Business Credit Card
Business Line of Credit
Personal Checking
Personal Savings
Personal Credit Card
Personal Line of Credit
Other
Row 1, Column 2
Row 1, Column 3
ACCOUNT
Row 2, Column 0
Row 2, Column 1
Business Checking
Business Savings
Business Credit Card
Business Line of Credit
Personal Checking
Personal Savings
Personal Credit Card
Personal Line of Credit
Other
Row 2, Column 2
Row 2, Column 3
ACCOUNT
Row 3, Column 0
Row 3, Column 1
Business Checking
Business Savings
Business Credit Card
Business Line of Credit
Personal Checking
Personal Savings
Personal Credit Card
Personal Line of Credit
Other
Row 3, Column 2
Row 3, Column 3
ACCOUNT
ACCOUNT
ACCOUNT
ACCOUNT
BANK NAME
Row 0, Column 0
LAST 4 OF ACCOUNT
Row 0, Column 1
ACCOUNT TYPE
Business Checking
Business Savings
Business Credit Card
Business Line of Credit
Personal Checking
Personal Savings
Personal Credit Card
Personal Line of Credit
Other
Row 0, Column 2
ACCOUNT USE
Row 0, Column 3
BANK NAME
Row 1, Column 0
LAST 4 OF ACCOUNT
Row 1, Column 1
ACCOUNT TYPE
Business Checking
Business Savings
Business Credit Card
Business Line of Credit
Personal Checking
Personal Savings
Personal Credit Card
Personal Line of Credit
Other
Row 1, Column 2
ACCOUNT USE
Row 1, Column 3
BANK NAME
Row 2, Column 0
LAST 4 OF ACCOUNT
Row 2, Column 1
ACCOUNT TYPE
Business Checking
Business Savings
Business Credit Card
Business Line of Credit
Personal Checking
Personal Savings
Personal Credit Card
Personal Line of Credit
Other
Row 2, Column 2
ACCOUNT USE
Row 2, Column 3
BANK NAME
Row 3, Column 0
LAST 4 OF ACCOUNT
Row 3, Column 1
ACCOUNT TYPE
Business Checking
Business Savings
Business Credit Card
Business Line of Credit
Personal Checking
Personal Savings
Personal Credit Card
Personal Line of Credit
Other
Row 3, Column 2
ACCOUNT USE
Row 3, Column 3
1 of 4
6
ANYTHING ADDITIONAL WE SHOULD KNOW?TELL US MORE ON HOW WE CAN HELP, ASK US ANY QUESTIONS AS WELL
Any specific financial goals for the next 6-12 months?
7
Please verify that you are human* This field is required.
8
Bookkeeping Kickoff Call* This field is required.
Should be Empty: