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
*
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?
Do you work with a Tax Pro (tax preparer / CPA / EA)?
*
Yes
No
Accounting Information and Needs
Accounting software you use:
*
If QuickBooks, please indicate Desktop or Online. If none, please indicate 'None.'
Payroll software or company
*
If none, please indicate 'None.' If not applicable, please indicate 'N/A.'
How many W2 employees do you pay regularly through a payroll processor, including yourself?
*
Indicate '0' if you simply pay yourself through draws or write checks to Independent Contractors, as needed.
Do you pay Contractors/Vendors requiring 1099 filing at year-end?
*
Yes
No
Are you required to pay Sales Tax to your State Comptroller?
*
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
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: