Bookkeeping Services Intake Form – Gifted Hands Financial

Bookkeeping Services Intake Form – Gifted Hands Financial

Share your business details, current bookkeeping status, and the services you’re looking for so we can prepare for your consultation.
Business Information
Full Legal Business Name
Business Owner/Contact Name

First NameMiddle NameLast Name
Business Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Business Email Address
example@example.com
Business Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Business Website
Type of Business Entity
Industry / Type of Business
How Long Have You Been in Business?
Number of Employees or Contractors
Current Financial Situation
Current accounting software used
Number of bank accounts
Number of credit card accounts
Estimated number of monthly transactions
Are your books currently up to date?
Is payroll currently processed?
Services Requested
Interested Service Package
Optional Add-On Services
Tax Preparation Services Needed
Currently Behind on Taxes or Have Any Tax Issues?
Goals & Additional Info
Biggest Financial Challenge Right Now
Top Financial Goals for the Next 12 Months
How Did You Hear About Gifted Hands Financial?
Referral Name
Anything Else We Should Know Before the Consultation?
Best Time to Be Contacted
Preferred Contact Method
Should be Empty: