Feel Good Financials – Bookkeeping Intake Form

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 ✨
Full Name*

First NameLast Name
Business Name (if applicable)
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.
Preferred Method of Communication*

EmailPhoneText
What type of business do you operate?*

Sole ProprietorSingle-Member LLCPartnershipS-CorpNonprofitNot sure
What industry are you in?*
When did your business start operating?

MonthDayYear
Date
Do you currently have bookkeeping in place?*

Yes, it’s up to dateYes, but it needs cleanupNo, I haven’t been tracking consistentlyI’m not sure
What software (if any) are you currently using?*

QuickBooks OnlineQuickBooks DesktopWaveExcel/SpreadsheetsJust bank statementsNoneOther (please specify)
Are your bank accounts reconciled monthly?*

YesNoI’m not sure
What type of support are you looking for right now? (Check all that apply)*

Monthly bookkeeping (ongoing support)Catch-up bookkeeping (behind a few months)Full cleanup of prior year(s)One-time preparation for tax filingReconciliation onlyFinancial organization before meeting with CPANot sure — I need guidance
Approximately how many bank/credit card accounts does your business use?*

1234+
On average, how many transactions per month?*

Under 5050–100100–200200+Not sure
Do you have any of the following? (Check all that apply)

Personal and business expenses mixedMultiple income streamsVenmo, PayPal, Stripe, etc.Owner contributions or transfersPayrollSales taxLoans or credit linesNone of the above
Are you preparing for an upcoming tax filing?*

Yes, current yearYes, prior year(s)No, this is for ongoing bookkeepingNot sure
Have you already selected a tax preparer?*

YesNoI may be interested in working with you
What time period needs to be cleaned up?*

1–3 months4–6 months7–12 monthsMore than a year
Are all bank statements available for that period?*

YesNoSome of them
Please upload any recent bank statements, reports, or documents you’d like me to review (optional but helpful).

Cancelof
Tell me what’s been feeling overwhelming or unclear about your books.
When are you hoping to begin?*

ImmediatelyWithin 2 weeksWithin 30 daysJust exploring options
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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