McQueen & Johnson Client Intake Form
Client Name
First Name
Last Name
Email
example@example.com
Phone Number
-
Area Code
Phone Number
Please choose which one do you want to be contacted by
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
What industry is your business in?
Please briefly explain what your company does
Starting date of your company
-
Month
-
Day
Year
Date
Your job title
Number of employees including you
Type of your company
LLC, S-Corp, C-Corp, Sole-Proprietor
Do you need bookkeeping done on a cash or accrual basis?
Cash
Accural
What bank is your main business account with?
Accounting Information and Needs
Are your books currently up to date?
Yes - everything is current.
Somewhat - a few months behind
No, I need clean up/catch up services
Do you currently use an accounting software?
Yes
No
If yes, which accounting software do you use?
If QuickBooks, please indicate Desktop or Online
If you use QuickBooks, which plan do you use?
Will you need payroll services?
Yes
No
If yes, what software do you use for payroll?
Which ones do you enter?
Bills
Payments
Checks
Other
Do you pay 1099 vendors?
Yes
No
If yes to the above, how many?
Approximately, how many transactions do you generate each month?
0-50 transactions
50-200 transactions
200+ transactions
Do you currently invoice customers?
Yes
No
If yes, approximately how many per month?
Do you have recurring bills/vendors you need managed?
Yes
No
Number of bank accounts you have
Number of credit cards you have
Do you have any loans?
Yes
No
Do you have a CPA (Certified Public Accountant)?
Yes
No
Please select the services you want us to provide
Accounts Payable
Financial Statements
Year End Reporting
Accounts Receivable
Monthly Financial Reports
Budgeting/Forecasting
Transaction Entry
Payroll
Cash Flow Reporting
General Ledger Maintenance
Expense Categorization
Not sure - I'd like a consultation first
Other
What is your top priority for working with us?
Saving Time
Getting Organized
Better Financial Insight
Preparing For Growth
What are your biggest bookkeeping challenges right now?
How soon are you looking to start services?
ASAP
Within 30 days
Within 3 months
Just exploring options
How did you hear about us?
Please verify that you are human
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