• CLIENT INTAKE QUESTIONNAIRE

    Please complete this form to help us understand your bookkeeping needs and onboard you as a new client.
  • Format: (000) 000-0000.
  • Which bookkeeping services are you interested in?*

  • Financial Setup

  • Do you use QuickBooks Online?*
  • Do you currently use any other accounting software?*
  • Do you have a business bank account?*
  • Do you use separate accounts for business expenses?*

  • Bookkeeping Status

  • Are your books currently up to date?*
  • Do you need historical cleanup?*
  • Do you currently have unpaid invoices?*
  • Do you have outstanding vendor bills?*
  • Desired reporting frequency*

  • Operational Details

  • Do you track inventory?*
  • Do you invoice customers?*

  • Goals

  • Authorization

  • I confirm I will provide secure access to required financial platforms.
  • Date*
     - -
  • Preferred Contact Method*
  • Should be Empty: