Small Business Intake Form

Small Business Intake Form

Trinity Bookkeeping Services
All fields marked with * are required and must be filled.

Please note: I specialize exclusively in bookkeeping services (no payroll, AP/AR, taxes, etc.) and QBO only (no Xero, Freshbooks, Wave, etc.)
Name*

First NameLast Name
Email*
This form will not reach my inbox unless you provide an email address.
Phone Number (if requesting phone call or text)
Please enter a valid phone number.
In which state is your business located?*
Please tell me a bit about your business and what bookkeeping services you need:*
Please provide your website URL (if applicable)
Are you currently using QuickBooks Online for bookkeeping?*

YesNo
If you answered "No" above, are you open to QuickBooks Online migration/set-up?

YesNo
What is your business entity?*

Sole proprietorPartnershipS corpC corpNonprofitSingle member LLC (filing as sole prop)Single member LLC (filing as corporation)Other
What is your business industry?*
Is your business considered a covered entity subject to HIPAA rules?*

YesNo
Which accounting basis does your business use?*

Cash basisAccrual basisDon't know
How many locations does your business have that it needs bookkeeping for?*
Which bookkeeping software functions do you currently use or want to use?*

Location trackingClass trackingProjectsNone of the above
Which of the following account types do you have?*

CheckingSavingsCredit cardPayPalVenmoCashappWiseOther
How many of each of the above account types do you have?*
For example, 3 checking accounts, 2 credit cards, etc..
What are your sources of income?*
For example- memberships, events, products, services, etc..
How do you receive client payments, and how many payment processing accounts do you have?*
Stripe, Square, Shopify, direct to bank, etc..
Do you have a sales tax obligation? If so, in what state(s)? Is this remitted for you by a payment processor or platform, or do you manually remit sales taxes?*
For ecommerce businesses - which platforms do you sell on?
Etsy, eBay, Amazon, company website, etc..
If you have inventory, how are you currently tracking inventory? Do you use a perpetual or periodic inventory system?
Do you track any loans or fixed assets in the books?*
Approximately how many income transactions do you have per month?*
Approximately how many expense transactions do you have per month?*
What is your approximate annual gross revenue?

Below $100K$100K - $500K$500k - $1M$1M - $3MAbove $3M
Do you have any W2 employees or 1099 contractors?*
What currencies are you using?*
USD, EUR, GBP, etc..
Are you interested in tracking receipts?*

YesNoMaybe
Are your business and personal transactions mixed or separate?*
Do you ever pay for business expenses with personal bank accounts?*
Do you ever pay for personal expenses with business bank accounts?*
Are your books up to date or do you need catch up or clean up services? If so, how many months need to be caught up / cleaned up?*
When were your accounts last reconciled?*
Please select preferred frequency of bookkeeping services:*

One-time catch up / clean up / set up projectOngoing bookkeeping - monthly
Any additional details?
Would you prefer me to call, text, or email you in response to this form?
Please note: if you would like a response via email and do not hear from me within two days, please check your spam folder.
How did you hear about Trinity Bookkeeping Services?*

ReferralGoogle searchNextdoorIn-person networkingNone of the above
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Small Business Intake Form

All fields marked with * are required and must be filled.