FAR Bookkeeping Client Intake Form

FAR Out Numbered LLC Bookkeeping Client Intake Form
Name

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Please choose which one do you want to be contacted by

Other
- Company Name
- Company Website
- Business EIN
- Company Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Please briefly explain what your company does
- Starting date of your company
  
  MonthDayYear
  Date
- Your job title
- Number of employees on Payroll including you
- Entity Type
  Disregarded Entity, S-Corp, C-Corp, Sole-Proprietor
- File federal taxes
- Your Previous Bookkeeper/Tax Preparer and the firm they are with
- What bank is your main business account with?
- Accounting software you use
  If QuickBooks, please indicate Desktop or Online
- Payroll software or company
- Number of check/debit transactions you have each month
- Do you pay 1099 vendors?
- Approximately, how many invoices do you generate each month?
- Please select the ones that are appropriate to you
  
  Other
- Number of bank accounts you have
- Number of credit cards you have
- Do you use third party cash apps (Like CashApp/PayPal/Venmo for business? (Please list all). If yes, do you carry a balance in any of these accounts, or do you transfer charges immediately to your bank account(s)?
- Do you have separate accounts to track personal VS business, or do you mix income/expenses in these accounts? (In other words do you use the same cards to buy personal things and business things, or do you keep them ALL separate?)
- Do you have any prior experience with a bookkeeping service?
- Please select the services you want us to provide
  
  Other
- Please give details about the service(s) you want from us
- Additional information we should know
- Please verify that you are human
- *Client is responsible for providing bank statements and/or bank account access to all accounts FAR Out Numbered LLC will reconcile. Failure to provide access and/or monthly statements on time may result in delayed reconciling.
- Date
  
  MonthDayYear
  Date
- Signature
- Should be Empty:

FAR Out Numbered LLC Bookkeeping Client Intake Form