• Bookkeeping Services Intake Form

    Share details about your business, bookkeeping status, and the support you’re looking for so we can evaluate fit and next steps.

  • Contact Information

  • Format: (000) 000-0000.
  • Preferred Method of Contact*

  • Services Needed

  • Which bookkeeping services do you need?*
  • Desired timeline*

  • About the Business

  • Current Bookkeeping

  • Current bookkeeping system*
  • Who handles bookkeeping*
  • Confidence in accuracy*
  • Are business and personal transactions mixed?*
  • Were prior-year tax returns prepared using these books?*
  • Has the business received any unresolved IRS, state, payroll, or sales-tax notices?*

  • Transaction Volume and Accounts

  • How are customer payments received?*

  • Operations and Reporting

  • Do you send invoices to customers and track amounts owed to the business?*
  • Do you enter vendor bills and track amounts the business owes?*
  • Do you sell products or maintain inventory?*
  • Do you own vehicles, equipment, or other fixed assets?*
  • Which reports do you need?
  • Should bookkeeping be separated by class, location, property, department, or project?*

  • Payroll and Contractors

  • Does the business have employees?*
  • Are payroll tax returns and payments believed to be current?
  • Payroll frequency*
  • Does the business pay independent contractors?*

  • Sales Tax

  • Does the business sell products or services that may be subject to sales tax?*
  • Is your business registered to collect sales tax?*
  • Are all required sales-tax returns filed and paid through the most recent due date?*

  • Catch-Up or Cleanup Details

  • Reasons Cleanup Is Needed*
  • Were the Books Maintained During This Period?*
  • Are Bank and Credit-Card Statements Available for the Full Period?*

  • Working Relationship

  • Have you been working with another bookkeeper or accountant?*
  • Preferred level of involvement*
  • Preferred communication frequency*
  • Should be Empty: