Mareva Bookkeeping Onboarding Form
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number (if requesting phone consult or text)
Please enter a valid phone number.
Format: (000) 000-0000.
In which state is your business located?
*
Please tell me a bit about your business and what bookkeeping services you need:
*
For example, how long you have been in business, previous bookkeeper, long and short term goals, challenges you might be facing and need a bookkeeper
Please provide your website URL (if applicable)
How are you currently keeping your books?
*
Quickbooks Online
Quickbooks Desktop
Spreadsheets
Xero
Freshbooks
No Bookkeeping sytem
Other
What is your business entity?
*
Sole Proprietor
Partnership
S corp
C corp
NonProfit
Single member LLC(filling as sole prop)
Single member LLC(filling as cooperation)
Other
What is your business industry?
*
Which accounting basis does your business use?
*
Cash basis
Accrual basis
Don't Know
How many locations does your business have that it needs bookkeeping for?
*
Which of the following account types do you have?
Checking
Unselect
How many Checking accounts do you have?
*
How many Transactions/Pages per month?
*
Savings
Unselect
How many Savings accounts do you have?
*
How many Transactions/Pages per month?
*
Credit Cards
Unselect
How many Credit Card accounts do you have?
*
How many Transactions/Pages per month?
*
Loans
Unselect
How many Loan accounts do you have?
*
How many Transactions/Pages per month?
*
Other
Unselect
Name /Account type
*
How many Transactions/Pages per month?
*
Are your business and personal transactions mixed or separate?
Mixed
Separated
What are your sources of income?
Memberships
Events
Products
Services
Other
How do you receive client payments, and how many payment processing accounts do you have?
*
Stripe
Square
Shopify
Direct to Bank
Paypal
Venmo
Cashapp
Wise
Other
Do you have a sales tax obligation?
*
Yes
No
Is this remitted for you by a payment processor or platform, or do you manually remit sales taxes?
*
Are fillings up to Date?
*
Yes
No
For ecommerce businesses - which platforms do you sell on?
Etsy
eBay
Amazon
Company
Website
Does not apply
Other
What is your approximate annual gross revenue?
*
Below $100k
$100k - $500k
$500k - 1M
$1M - $3M
Above $3M
Do you carry inventory?
*
Yes
No
How are you currently tracking inventory?
*
Do you use a perpetual or periodic inventory system?
*
Do you track any loans or fixed assets in the books?
*
Do you run Payroll?
*
Yes
No
Do you need assistance with contractor payments or payroll services?
*
Who is your current payroll provider (if applicable)?
Do you need assistance with AR?
*
Yes
No
Don't Know
Do you need assistance with AP?
*
Yes
No
Don't Know
Are you interested in tracking receipts?
*
Yes
No
Don't Know
Are your books up to date or do you need catch up or clean up services? If so, how many months need to be caught up / cleaned up?
*
When were your accounts last reconciled?
0-6 Months ago
1 Year ago
More than 1 year ago
Please select preferred frequency of bookkeeping services:
*
One time Catch up/Clean up/Set up project
Ongoing Bookkeeping - monthly
Any additional details?
*
Submit
Should be Empty: