Discovery Call Client Intake Form

Discovery Call Client Intake Form

Please provide the following information to help us prepare for your discovery call with Murphy Associates LLC
SECTION 1: Basic Contact Information
Full Name*

First NameLast Name
Business Name*
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Best way to contact you*
SECTION 2: Business Snapshot
Business Entity Type*
Business Entity Type
How long has the business been operating?*
Average Monthly Revenue (estimate)*
Industry / Type of Business
SECTION 3: Current Bookkeeping Setup
What accounting software are you currently using?*
If QuickBooks Desktop or Enterprise — what year/version?
Do you want to convert Desktop/Enterprise to QuickBooks Online?
SECTION 4: Bookkeeping Status & Needs
How would you describe your current books?*
Do you need clean-up work?*
How far back does clean-up need to go?
SECTION 5: Payroll & Sales Tax
Do you currently run payroll?*
Payroll frequency
Approximate number of employees / contractors
Do you collect and remit sales tax?
SECTION 8: Expectations & Alignment
What are you hoping Murphy Associates will help you with most?
We require all clients to start with a QuickBooks file review priced at $375.00. Are you ok with this?*
Our bookkeeping engagements start at $1,000 for onboarding. Are you comfortable with this starting investment?*
SECTION 9: Final Notes
Is there anything else we should know before reviewing your file?
Should be Empty: