Accuracy & Precision Accounting Client Intake Form

Accuracy & Precision Accounting Client Intake Form

Please fill out this form to help us understand your needs and get started.
Section 1: 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.
City & State*
Section 2: Business Overview
What does your business do?*
Not started yetJust starting (0–3 months)Early stage (3–12 months)Established (1+ year)
Section 3: Timeline
ASAPWithin 30 days1–3 months3+ months
Section 4: Services Needed
Bookkeeping setup / trainingBookkeeping service monthlyInvoicing system setupWorkflow/system designMonthly tax deduction trackingCleanup of existing books
Section 5: Scope of Work
Please describe exactly what you want help setting up or improving:*
The more specific you are, the more accurate your setup and service will be.
Section 6: Financial Context
Not generating revenue yetUnder $5,000$5,000–$15,000$15,000+
Section 7: Investment Expectation
$400–$700/month$700–$1,200/month$1,200+/monthOne-time service (setup/cleanup)Not sure
Section 8: Readiness
Yes, ready to startI have a few questions firstJust exploring options
Section 9: Payment
Accuracy & Precision Accounting provides structured, scope-based services. Detailed setup planning, customization, and system design are completed after service is confirmed. The $75 consultation fee is non-refundable and credited to your account for your first service.
Consultation Fee*
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Consultation Fee
One-time consultation fee

$75.00

Total

$0.00
Should be Empty:

Accuracy & Precision Accounting Client Intake Form

Section 1: Contact Information

Section 2: Business Overview

Section 3: Timeline

Section 4: Services Needed

Section 5: Scope of Work

Section 6: Financial Context

Section 7: Investment Expectation

Section 8: Readiness

Section 9: Payment