Discovery Call Intake Form
Complete all required fields and provide the authorization and signature at the end. After you complete the intake form you will be directed to my calendar to schedule your meeting.
Business Overview
Business legal name
*
Entity type
*
Sole Proprietorship
Partnership
LLC
Corporation
Nonprofit
Other
Primary product or service
*
Number of owners / partners
*
1
2
3
4+
Primary contact name & title
*
First Name
Middle Name
Last Name
Email address
*
example@example.com
Phone number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Current Financial Picture
Approximate annual revenue
*
Under $100k
$100k–$250k
$250k–$500k
$500k–$1M
Over $1M
Number of employees
*
1–5
6–10
11–25
26–50
50+
Current accounting software
*
QuickBooks Online
QuickBooks Desktop
Xero
FreshBooks
Sage
Wave
No current software
Other
How many months behind is your bookkeeping?
*
Current
1–2 months
3–6 months
7–12 months
More than 12 months
Unsure
Who currently handles your bookkeeping?
*
Owner
In-house employee
External bookkeeper
Accounting firm
Family member
No one currently
Banking & Accounts
Do you have any of the following?
*
Business line of credit
Business loan
Merchant account
Other
Do you keep personal and business finances separate?
*
Yes
No
Partially
Do you use a POS system or payment processor?
Yes
No
In process
Tax History & Compliance
Business tax return filing status — most recent year
*
Filed
Not filed
Extended
Other
Do you collect and remit sales tax?
Yes
No
Not applicable
Other
Goals & Services
Which services are you interested in?
Bookkeeping
Tax Planning
Cash Flow Forecasting
Business Budgeting
Financial Reporting
Advisory Sessions
Other
What is your top financial challenge right now?
*
What does success look like 12 months from now?
*
Desired engagement start date
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Anything else we should know before our first meeting?
To make our time together as productive as possible, please upload your most recent financial statements. All documents are stored securely and kept stricly confidential.
*
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Authorization & Signature
Printed name
*
First Name
Last Name
Title
*
Signature
*
Date
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Submit
Submit
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