BOLD Money LLC
Client Intake Form
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Please choose how you would like to be contacted:
*
Phone
Email
Text
Company Information
Company Name
*
Company Website
Company Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Briefly describe your industry & what you do for your customers/clients:
*
Your job title
*
Number of employees including you
*
Legal Entity:
*
Sole Proprietor (DBA)
Partnership (DBA)
Single Member LLC (SMLLC)
Single Member LLC with S-Corp Election (S-Corp)
Multi-Member LLC (MMLLC)
Are you behind on Federal Tax filing?
*
No. I'm all caught up!
Yes
If yes, by how many years are you behind?
Who is your Tax Professional?
Accounting Information and Needs
Accounting software you use
If QuickBooks, please indicate Desktop or Online
Payroll software or company
How many W2 employees do you pay regularly, including yourself?
Do you pay Contractors/Vendors requiring 1099 filing at year-end?
Yes
No
Please select all that apply to your company:
I accept cash & checks
I accept credit cards
I accept Paypal/Venmo/CashApp/Zelle
I pay others using Paypal/Venmo/CashApp/Zelle
I track inventory
I collect sales tax
Number of bank accounts:
Number of loans:
Number of credit cards:
Do you have any experience to work with a bookkeeping service before?
Yes
No
Please select the services you want us to provide
Transaction Entry
Account Reconciliation
Financial Statements
Year-End Tax Reports (no prep)
State Sales Tax
Client Billing
Bill Pay
Cash Flow
Other
Additional information we should know
Please list items such as previous fraud, number of years behind on taxes, major changes (management/industry), etc. as applicable
Please verify that you are human
*
Submit
Should be Empty: