• Feel Good Financials – Bookkeeping Intake Form

    Let’s get your books organized so you can breathe again.

  • Hi there 💛Thank you so much for your interest in bookkeeping services with Feel Good Financials. Every business is different, and I want to make sure I fully understand your situation before recommending the best next steps. Please take a few minutes to complete this form as thoroughly as you can. The more detail you provide, the better I can serve you. Once submitted, I’ll review everything and follow up within 72 hours with next steps. Let’s get you clear and organized ✨

  • Format: (000) 000-0000.
  • Preferred Method of Communication*
  • What type of business do you operate?*
  • When did your business start operating?
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  • Do you currently have bookkeeping in place?*
  • What software (if any) are you currently using?*
  • Are your bank accounts reconciled monthly?*
  • What type of support are you looking for right now? (Check all that apply)*
  • Approximately how many bank/credit card accounts does your business use?*
  • On average, how many transactions per month?*
  • Do you have any of the following? (Check all that apply)
  • Are you preparing for an upcoming tax filing?*
  • Have you already selected a tax preparer?*
  • What time period needs to be cleaned up?*
  • Are all bank statements available for that period?*
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  • When are you hoping to begin?*

  • Thank you again for taking the time to complete this form. 💛I truly believe that when your finances are organized, your business feels lighter. I’m looking forward to reviewing everything and helping you move forward with clarity. You’ll hear from me within 72 hours. — Feel Good Financials ✨

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