Strictly Financial Bookkeeping Intake Form

Strictly Financial Bookkeeping Intake Form

Please complete this form to help us understand your bookkeeping needs and set up your accounting services.
Service Selection
Monthly BookkeepingCatch-up/CleanupOne-time Bookkeeping ReviewPayrollOther
When do you want to start
Business Profile
Business Legal Name
Business EIN
Business Address
Primary Contact Name
Primary Contact Number
Primary Contact Email
Business Entity Type
Industry
Business Owner Name*
Business Email*
Business Phone Number*
Accounting Systems
Do you currently use bookkeeping/accounting software?*
Accounting Software Used*
Other Software*
Banking & Accounts
How many business checking and savings accounts does the business use?
How many business credit cards does the business use?
Business bank accountBusiness credit cardsCashZelleCash AppVenmoPayPalSquareStripeShopifyCloverOther payment apps or processors
Other payment apps or processors
Where do most customer payments ultimately get deposited?
Are any of these payment methods or accounts personal accounts used for business activity?
Transaction Volume
Approximately how many total transactions does the business have per month?
Average Monthly Transactions*
Sales Tax
YesNo
Which state(s) does the business collect or file sales tax in?
Sales tax filing frequency
Payroll
Does the business currently have payroll or plan to run payroll?
Number of employees
GustoADPPaychexQuickBooks PayrollOtherNoneOther
Other payroll provider
Payroll processingPayroll tax filingsW-2/ W-3 preparation1099 filingsState payroll filingsOther
Books Status
Are your books reconciled through the most recent month?
Do you have existing bookkeeping records?
Cleanup Notice:

If bookkeeping records are incomplete, inaccurate, or behind, a cleanup project may be required before ongoing bookkeeping can begin. Scope and pricing will be confirmed after review.
Upload any relevant documents (recent financial statements, prior bookkeeping records, etc.)

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Acknowledgment & Signature
I certify that the information provided in this intake form is true, complete, and accurate to the best of my knowledge.
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Strictly Financial Bookkeeping Intake Form

Service Selection

Business Profile

Accounting Systems

Banking & Accounts

Transaction Volume

Sales Tax

Payroll

Books Status

Acknowledgment & Signature