Client Intake | Marnova Solutions Inc.

CLIENT INTAKE FORM
Please complete the following form to help us understand your bookkeeping needs and tailor our services to your business.
Name*
Company*
Email*
example@example.com
Phone Number
Please enter a valid phone number.
Number of Bank/Credit Accounts: *
Approximate Annual Revenue*
Fiscal year end:*

MonthDayYear
Current Accounting Software:*
Services Interested In (Check all that apply):*

Monthly BookkeepingCatch-Up / Clean-Up ServicesReconciliationFinancial ReportingAccounts Payable / ReceivableQuickBooks Setup or TrainingPayroll
How often do you currently receive financial reports?*
What has changed or prompted you to seek bookkeeping services now?*
Do you currently work with an accountant?*

YesNo
If yes, please provide their contact information:
Do you need year-end support or collaboration with your accountant?*

YesNo
Preferred Start Date: *

MonthDayYear
Any other comments or information you would like to us to know at this time?
What date and time work best for you? (via Zoom)*
Authorization

By submitting this form, you acknowledge that the information provided above is accurate to the best of your knowledge. This information will be used solely for the purpose of assessing your bookkeeping needs.
Should be Empty:

CLIENT INTAKE FORM