CLIENT INQUIRY FORM

CLIENT INQUIRY FORM

Thank you for your interest in bookkeeping services with Fida Financials! This short form helps us understand your business and provide you with the most accurate provisional plan/quote. Required fields are marked with an asterisk (*). This should take about 5 minutes.
YOUR INFORMATION
Full Name

First NameLast Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Business Name
ABOUT YOUR BUSINESS
Business Entity Type
Business Industry
Example: Non-Profit, E-Commerce, Healthcare, Professional, Retail, etc,)
How long has your business been in service?
Current Bookkeeping Software or System?
Example: QuickBooks Online, QuickBooks Desktop, Xero, Excel, Pen & Paper, etc.
Number of Active Business Bank Accounts
Number of Active Business Credit Card Accounts
Estimated Monthly Transaction Volume
If you aren't sure, logging into your online banking and checking the total count of line items for last month is the easiest way to find this number. Total the number for ALL active bank and credit card accounts.
SCOPE & SERVICES
Do you invoice customers / need Accounts Receivable services?
If yes, estimated number of invoices per month?
If no, enter 0.
Do you pay bills / need Accounts Payable services?
If yes, estimated number of bills paid per month?
If no, enter 0.
Non-Profit Organizations - Do you need fund or grant tracking?
If yes, estimated number of funds & grants?
If no, enter 0.
Do you anticipate needing advanced/custom reporting or forecasting?
Do you collect sales tax and need filing support?
If yes, which states?
Do you need payroll processing services?
If yes, how many employees or contractors do you have?
If no, enter 0.
Do you have contractors or freelancers who need 1099-NECs?
If yes, how many 1099-NECs are estimated at year-end?
If no, enter 0.
Do you anticipate needing catch-up or clean-up bookkeeping?
If yes, estimated number of months of catch-up or clean-up bookkeeping?
If no, enter 0.
Do you anticipate needing comprehensive year-end or audit support packages?
ADDITIONAL DETAILS
When would you like to start services?
What are your biggest bookkeeping challenges or frustrations right now?
What are you looking for in a bookkeeper? We strive to tailor our services to your specific needs.
Do you have any urgent or time sensitive tasks needing to be completed as soon as possible?
How did you hear about Fida Financials?
Should be Empty:

CLIENT INQUIRY FORM

YOUR INFORMATION

ABOUT YOUR BUSINESS

SCOPE & SERVICES

ADDITIONAL DETAILS