Cornerstone Bookkeeping & Payroll – Prospect Intake Form
Please complete this short form so we can understand your business, your goals, and how we can best support you. Once submitted, we’ll review and follow up with next steps.
Contact Information
Full Name
*
First Name
Last Name
Business Name
*
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Website
How did you hear about Cornerstone?
*
Referral
Google Search
Social Media
Networking / Event
Existing Client
Other (please specify)
Business Details
Business Industry
*
Please Select
Professional Services
Med Spa
Trades
Retail
Online Business
Nonprofit
Other
Legal Structure
*
LLC
S-Corp
C-Corp
Partnership
Sole Proprietor
Not Sure
Year Founded
Number of Employees
*
Just me
2–5
6–10
11–25
26+
Estimated Annual Revenue Range
*
Under $250k
$250k–$500k
$500k–$1M
$1M–$5M
$5M+
Do you currently have a bookkeeper or accountant?
*
Yes
No
What accounting software do you use?
*
QuickBooks Online
QuickBooks Desktop
Xero
Wave
None
Other
Do you currently run payroll?
*
Yes
No
Current Financial Situation
How organized are your books today?
*
Very organized
Somewhat organized
Behind a few months
Behind 6–12 months
Behind more than a year
What are the biggest financial challenges you’re facing right now?
Staying organized
Cash flow issues
Understanding profitability
Reconciling accounts
Being ready for taxes
A/R (getting paid on time)
A/P (paying bills on time)
Other (please specify)
What frustrates you most about your current bookkeeping process? (Share anything that keeps you up at night about your finances.)
Services of Interest
Which services are you interested in?
Monthly Bookkeeping
Premium Bookkeeping
CFO Advisory
Payroll Processing
Clean-up or Catch-up Work
Accounts Payable / Accounts Receivable
Cash Flow Forecasting
Budgeting & Planning
Industry-specific or job costing reports
I’m not sure – please recommend
What made you start looking for help now?
Your Goals
What are your top 3 financial goals for the next 12 months?
If we worked together, what would “success” look like for you?
What is the #1 issue you want solved first?
File Uploads (Optional)
Upload your most recent Profit & Loss (optional)
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Upload your most recent Balance Sheet (optional)
Upload a File
Drag and drop files here
Choose a file
Cancel
of
If you prefer, you can also share access to QuickBooks or other systems after we connect.
Readiness & Budget
When would you ideally like to get started?
*
Immediately
Within 30 days
Within 3 months
Just exploring options
What is your monthly budget range for bookkeeping/advisory services?
*
$500–$1,000
$1,000–$2,000
$2,000–$4,000
$4,000+
Are you the decision maker for this engagement?
*
Yes
No
Final Notes & Consent
Anything else you’d like us to know?
I understand that Cornerstone will review this information and contact me to discuss next steps.
*
I agree
Submit & Schedule Review
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