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.Format: (000) 000-0000.
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?
If you answered "No" above, are you open to QuickBooks Online migration/set-up?
What is your business entity?

Other
What is your business industry?
Is your business considered a covered entity subject to HIPAA rules?
Which accounting basis does your business use?
How many locations does your business have that it needs bookkeeping for?
Which bookkeeping software functions do you currently use or want to use?
Which of the following account types do you have?

Other
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?
Do you have any W2 employees or 1099 contractors?
What currencies are you using?
USD, EUR, GBP, etc..
Are you interested in tracking receipts?
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:
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?
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Small Business Intake Form

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