Bookkeeping 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
Postcode
Please briefly explain what your company does
Starting date of your company
-
Month
-
Day
Year
Date
Your job title
Number of employees including you
Type of your company
Pty Ltd, Sole-Proprietor
Report to the ATO
On a cash basis
Accural basis
Your accountant and the firm they are with
What bank is your main business account with?
Accounting Information and Needs
Accounting software you use
Payroll software or company
Number of check/debit transactions you have each month (estimate)
Approximately, how many invoices do you generate each month?
Number of bank accounts you have
Number of credit cards you have
Do you have any experience to work with a bookkeeping service before?
Yes
No
Please select the services you want us to provide
Client Billing
Financial Statements
Year End Tax Package
Business Start-Up Assistance
Monthly Account Reconciliation
Budgeting/Forecasting
Transaction Entry
Payroll
Business Consulting
Contract Management
Cash Flow Reporting
Bill Pay
Other
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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