Client Intake Form
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Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid 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
Post Code
Company Address
Street Address
Street Address Line 2
City
State
Post Code
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
Pty Ltd, Sole-Proprietor
What bank is your main business account with?
ABN
Your CPA/Accountant and the firm they are with
Accountant's Best Email
example@example.com
Accounting Information and Needs
Accounting software you use
Xero, MYOB
Number of check/debit transactions you have each month
Which ones do you enter?
Bills
Payments
Other
Approximately, how many invoices do you generate each month?
Please select the ones that appropriate to you
Tracking inventory in other software
Other
Number of business bank accounts you have
Number of business credit cards you have
Do you have any experience to work with a bookkeeping service before?
Yes
No
Please select the services you want us to provide
Client Billing
Financial Statements
Year End Tax Prep Package
Business Start-Up Assistance
Monthly Account Reconciliation
Budgeting/Forecasting
Transaction Entry
Payroll
Business Consulting
Contract Management
Cash Flow Reporting
Bill Pay
Other
Please give details about to service(s) you want from us (Optional)
Additional information we should know (Optional)
Please verify that you are human
*
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