Accounting Client Intake Form
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Please select your preferred method of contact.
Phone
Email
Does not matter
Other
Company Information
Company Name
Company Website
Company Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please briefly explain what your company does
Business Start Date
-
Month
-
Day
Year
Date
Your job title
Number of employees including you
Type of your company
LLC, S-Corp, C-Corp, Sole-Proprietor
File federal taxes
On a cash basis
Accural
Accounting Information and Needs
Accounting software you use
If QuickBooks, please indicate Desktop or Online
Payroll software or company
Number of check/debit transactions you have each month
Which ones do you enter?
Bills
Payments
Checks
Other
Do you pay 1099 vendors?
Yes
No
Approximately, how many invoices do you generate each month?
Please select the options that apply to you:
Accepting credit cards
Collecting sales tax
Tracking inventory in Quickbooks or other software
Other
Number of business bank accounts you have
Number of credit cards you have
Please select the services you want us to provide
Bookkeeping
Financial Statements
Year End Tax Package
State Tax Reporting
Business Start-Up Assistance
Monthly Account Reconciliation
Payroll
Business Consulting
Sales Tax
Other
Please give details about to service(s) you want from us
Please verify that you are human
*
Submit
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