All Services Client Intake Form
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Please choose which one do you want to be contacted by
Phone
Email
Does not matter
Other
Company Information
Company Name
Company Website
Company Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please briefly explain what your company does and how revenue / expenses are handled.
Please briefly explain the ownership / shareholder structure and your lawyer contact details.
Please briefly explain any special arrangements with profit-sharing / revenue and Expense activities
Starting date of your company
-
Month
-
Day
Year
Date
Year-End date of your company
-
Month
-
Day
Year
Date
Number of employees including you
Type of company
Partnership, Corporation, Sole-Proprietor
File federal taxes
On a cash basis
Accural
Your CPA and the firm they are with
Additional Info
Accounting Information and Needs
Accounting software you use
If QuickBooks, please indicate Desktop or Online
Payroll software or company
Do you pay sub-contractors?
Yes
No
Do you have an active accounts payable with your suppliers?
Number of bank accounts you have
Number of credit cards you have
Do you have any experience working with a bookkeeping service before?
Yes
No
Other
Please select the services you want us to provide
Monthly Services
Annual Services
Other Services
Personal Tax Filing - T1
Please give details about to service(s) you want from us
Additional information we should know
Please verify that you are human
*
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