Bookkeeping Clean-Up Onboarding

Bookkeeping Clean-Up Client Intake Form

Thank you for choosing Piece By Piece Business Solutions for your bookkeeping needs. Please complete this form so we can accurately and efficiently manage your financial records. If you have any questions, don’t hesitate to contact us at 843-443-7955. We are dedicated to providing you with a seamless and professional bookkeeping experience!
YesNo
Name*

First NameLast Name
Business Name*
Business EIN
Email*
example@example.com
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Business Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Yes, I consentNo, I do not consentEmail onlyPhone onlyText only
Business Type / Industry*
Date Business Started*

MonthDayYear
Date
Sole ProprietorshipLLCCorporationPartnershipOther
Brief description of your business*
Service Details
Tax Year/Years to Clean Up*
YesNo
YesNo
How many business bank accounts do you have?*
How many business credit cards do you have?*
Bank Statements (past 12 months)Credit Card Statements (past 12 months)Any receipts or invoices you want included
I understand that this Simple Tax Clean-Up Package is for straightforward cases only.
YesNo
I understand this is a bookkeeping clean-up service and does not include filing taxes. Missing documentation may impact the accuracy of the clean-up and reporting.
By submitting this intake form, I acknowledge and understand that Piece by Piece Business Solutions provides independent financial advisory and preparation services only. I understand that while guidance may be informed by active experience in the micro-lending industry, Piece by Piece Business Solutions does not represent any specific lending institution and does not guarantee loan approval or funding.
Bookkeeping Clean Up is provided by Piece By Piece Business Solutions and is separate from JK Tax Services tax prep. Bookkeeping fees are due at the time of service.
Client Agreement:

By submitting this form, I certify that the information provided is accurate to the best of my knowledge. I understand that this intake form is used to assess my bookkeeping needs and financial information, and that submitting this form does not constitute a guarantee of services or financial outcomes.
Signature*
Date*

MonthDayYear
Date
Should be Empty:

Bookkeeping Clean-Up Client Intake Form

Service Details