Bookkeeping or Client Intake & Pre-Qualification Form

Bookkeeping or Client Intake & Pre-Qualification Form

Please complete this form to help us understand your bookkeeping needs and ensure we are the right fit for your business.
Business Information

Tell us about your business.
Business Type
Legal Business Name
Business Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Business Phone Number
Please enter a valid phone number.
Business Email Address
example@example.com
Owner Contact Information
Owner's Full Name

First NameLast Name
Owner's Phone Number
Please enter a valid phone number.
Owner's Email Address
example@example.com
Current Bookkeeping Status
What is your current bookkeeping status?

Up to dateSomewhat behindMore than 3 months behindMore than 1 year behindNot started yet
Which bookkeeping/accounting software do you currently use?

QuickBooks OnlineQuickBooks DesktopXeroWaveFreshBooksNoneOther
How far behind are your books (in months)?
Bank Accounts & Credit Cards
How many business bank accounts do you have?
How many business credit card accounts do you have?
What is your average monthly transaction volume (all accounts combined)?
Do you currently process payroll?

YesNo
If yes, how many employees do you have on payroll?
Do you collect and remit sales tax?

YesNo
Are you current with all tax filings and compliance requirements?

Yes, all currentSome filings outstandingNot sure
Services Requested
Which bookkeeping or advisory services are you interested in?

Ongoing monthly bookkeepingHistorical catch-up/cleanupPayroll processingSales tax filingFinancial statement preparationAdvisory/consultingOther
Anything else we should know about your business or bookkeeping needs?
Acknowledgements & Authorization
I acknowledge that Jouby Solutions provides bookkeeping and notary services only, does not offer legal or tax advice, and that services begin after intake review and payment. I agree to the Terms & Service Agreement.

I agree
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Bookkeeping or Client Intake & Pre-Qualification Form

Business Information

Owner Contact Information

Current Bookkeeping Status

Services Requested

Acknowledgements & Authorization