BOOKKEEPING CONSULTATION INTAKE FORM
Full Name
*
First Name
Last Name
Phone Number
*
-
Area Code
Phone Number
E-mail
*
example@example.com
Company or Organization name
Consultation Interest
Please Select
Bookkeeping services
Business structure
Business Tax services
Health & Wellness
Trades & Skilled Labor
Food & Hospitality
Support
Other
Please Select an Appointment Date and Time
Time
Hour Minutes
AM
PM
AM/PM Option
Additional Information/Comments
Preferred Method of Contact (Email / Phone / Text)
Please Select
Email
Phone
Text
What type of business do you operate?
Please Select
Owner Operator
Nail Technician
Barber
Salon Owner
Retail
Other
How long have you been in business?
What is your business structure?
Please Select
Sole Proprietor
LLC
S-Corp
Partnership
Not Sure
Do you currently use any bookkeeping or accounting software?
Please Select
QuickBooks
Wave
Excel
None
Other
How are you currently accepting payments?
Please Select
Cash App
Zelle
Venmo
Square
PayPal
Clover
Stripe
Cash
Multiple
Do you currently have a bookkeeper?
Yes
No
Are your books up-to-date?
Yes
No
When was the last time your books were cleaned or updated?
Within 3 months
3–6 months
6–12 months
Over a year
Never
Do you have receipts, invoices, or records saved?
Yes, digital
Yes, paper
Some
No
Your Goals & Pain Points
What is your biggest struggle with bookkeeping right now?
CONTACT US
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