Bookkeeping 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
Does not matter
Other
Company Information
Company Name
Company Website
Company Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please briefly explain what your company does
What industry are you in?
Please Select
Construction
E-Commerce
Home Services
Manufacturing
Medical
Nonprofit
Professional Services
Real Estate
Restaurant
Retail
Other
How long have you been in business?
Startup
Under 1 Year
1-3 Years
4-10 Years
11+ Years
Business Structure
Please Select
Sole Proprietor
Partnership
LLC
S Corporation
C Corporation
Nonprofit
Other
Number of employees (including you)
Approximate Annual Revenue
Under $100,000
$100k-250k
$250k-500k
$500k-1M
$1M-3M
Over $3M
Basis for Filing Federal Taxes
Cash Basis
Accrual
Unsure
Do you pay 1099 vendors?
Yes
No
Unsure
Current Bookkeeping
Who currently manages your bookkeeping?
Please Select
I do
Employee
CPA
Bookkeeper
Nobody
Current bookkeeping software
Please Select
QuickBooks Online
QuickBooks Desktop
Xero
Wave
Excel
None
Other
If QBO, what subscription?
Please Select
Simple Start
Essentials
Plus
Advanced
Unsure
How up-to-date are your books?
Please Select
Current
1 month behind
2-3 months
4-6 months
6-12 months
More than on year behind
Have your books ever been professionally reviewed?
Yes
No
Unsure
Monthly Volume
Average monthly bank transactions
Please Select
Under 100
100-250
250-500
500-1,000
Over 1,000
Number of Bank Accounts
Number of Credit Cards
Business Loans?
Yes
No
Unsure
Inventory?
Yes
No
Unsure
Payroll
Please Select
No
Yes-handled internally
Yes-third-party provider
Payroll Provider
Please Select
QuickBooks Payroll
ADP
Gusto
Paychex
Other
Do you have fixed assets?
Yes
No
Unsure
Do you have any experience working with a bookkeeping service?
Yes
No
Unsure
Please select the services you want us to provide
*
Monthly Bookkeeping
Financial Statements
Monthly Account Reconciliation
Transaction Entry
AR/AP
Payroll Bookkeeping
Sales Tax Consulting
Business Start-Up Assistance
Budgeting/Forecasting
Business Consulting
Contract Management
Cash Flow Reporting
Job Costing
CFO Advisory
QBO Setup
QBO Training
Inventory
Other
Please give details about the service(s) you want from us
Additional information we should know
Please verify that you are human
*
Submit
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