Bookkeeping Consultation Request 📊✨
Thank you for your interest in bookkeeping services with Royalty Tax Consulting Services. Please complete the information below so we can better understand your business needs and prepare for your consultation.
Contact Information
Full Name
*
First Name
Last Name
Business Name
*
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email Address
*
example@example.com
Preferred Contact Method
Phone
Email
Text Message
Preferred Consultation Time
Morning
Afternoon
Evening
Which services are you interested in?
Monthly Bookkeeping
Bank Reconciliations
Financial Statements
Catch-Up Bookkeeping
Payroll Assistance
Tax Preparation
Tax Planning
Business Consulting
New Business Setup
Other
Business Information
Type of Business
*
Business Structure
*
Sole Proprietor
LLC
Partnership
S Corporation
C Corporation
Not Sure
How Long Have You Been in Business?
*
Less than 1 Year
1–3 Years
3–5 Years
More than 5 Years
Estimated Annual Revenue
Under $25,000
$25,000–$50,000
$50,001–$100,000
$100,001–$250,000
$250,001+
What bookkeeping challenges are you currently experiencing?
Number of Employees
*
0
1–5
6–10
11+
Current Bookkeeping Status
Do you currently have a bookkeeper?
*
Yes
No
Which accounting software do you currently use?
*
Please Select
QuickBooks
Wave
Xero
Excel Spreadsheet
None
Other
Are your business bank accounts separate from personal accounts?
*
Yes
No
How often do you need bookkeeping services?
*
Please Select
Monthly
Quarterly
Annually
Not Sure
Consultation Agreement
Agreement: Consultation Scope
*
I understand this consultation is for discussing bookkeeping services only and does not establish a client relationship until an engagement agreement is signed.
Certification: Information Accuracy
*
I certify that the information provided is accurate and complete to the best of my knowledge.
Electronic Signature
*
Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
We treat your confidential and personal information with the highest priority. Any data collected through this form will be used solely for the purposes of providing bookkeeping consultation and related services. We implement appropriate technical and organizational measures to protect your information from unauthorized access, disclosure, alteration, or destruction. We will not share your personal data with third parties except as required by law or with your explicit consent. If you have any questions about how we handle your information, please contact us.
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