Bookkeeping Intake Form
Business Name
*
Owner's Name
*
First Name
Last Name
Business Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Business Email
*
example@example.com
Business Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
EIN or SSN used for Business Taxes
*
Do you currently have a Business Bank Account?
*
Yes
No
If you do, Please Provide the Bank Name and Account Type. If you don't please type n/a
*
Do you use PayPal, CashApp, Stripe, Shopify, or other merchant processors? (list them)
*
Do You Currently use Bookkeeping Systems? (QB, WAVE XERO, OR N/A)
*
Do you have a current Chart of Accounts? (Yes or No)
*
Do You have historical records you want cleaned up? (Upload them here)
*
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Estimated number of transactions PER MONTH
*
Do you currently track receipts? (Y/N)
*
How Do You Prefer Reports? (Annually, Monthly, Quarterly)
*
Please Upload Your Bank Statements for the Year
*
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Please Upload your last tax return
*
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Please Upload any EXISTING bookkeeping Files
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Submit
Should be Empty: