CLIENT INTAKE FORM
Thank you for your interest in bookkeeping services with Fida Financials! This short form helps us understand your business and recommend the right service tier for you. Required fields are marked with an asterisk (*). This should take about 3 minutes.
YOUR INFORMATION
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Business Name
*
ABOUT YOUR BUSINESS
How long has your business been in service?
*
3 Months or Less
4 – 12 Months
1 – 2 Years
Over 2 Years
What is your approximate monthly revenue?
*
Under $1,000
$1,000 – $3,000
$3,000 – $10,000
$10,000 – $50,000
Over $50,000
How many bank accounts and credit cards do you use for your business? Pick the highest number.
*
1 bank + 1 card — Kickstart Tier
2 banks + 2 cards — Starter Tier
3 banks + 3 cards — Growth Tier
4 banks + 4 cards — Premium Tier
Over 5 banks and cards — Custom
Do you invoice customers?
*
Yes
No
How many invoices per month?
*
0
1-5
5-10
10+
Do you collect sales tax?
*
Yes
No
If yes, which states?
Do you have contractors or freelancers who need 1099-NECs?
*
Yes
No
Maybe — not sure
Do you anticipate needing catch-up or clean-up bookkeeping?
*
Yes
No
Maybe — not sure
When would you like to start services?
*
Immediately
1 – 2 Weeks
1 – 2 Months
Just Exploring Options
What are your biggest bookkeeping challenges right now?
*
Submit
Submit
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