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.
How would you like to be contacted?
Phone Call
Text
Email
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:
Starting date of your company
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Type of your company
LLC, S-Corp, C-Corp, Sole-Proprietor
Your job title
Number of employees (including you)
File federal taxes
On a cash basis
Accrual
Your CPA and the firm they are with
What bank is your main business account with?
Which package are you interested in?
*
Please Select
Starter
Growth
Established
Clean Up
Accounting software you use
If QuickBooks, please indicate Desktop or Online
Approximate monthly transaction volume
Please Select
<50
50-100
100-200
200-500
500+
Do you pay 1099 vendors?
Yes
No
Approximately, how many invoices do you generate each month?
Number of bank accounts
Number of credit cards
If your books are behind, how many months?
Last successful reconciliation (or "unknown")
Are statements and receipts accessible?
Yes
No
Some
Is there any deadline driving urgency?
Loan
Taxes
Sale
Other
Have you worked with a bookkeeper before?
Yes, prior bookkeeper
No, self-managed
Which report matters most to you right now?
Please Select
P&L
Balance Sheet
Just want clean books
I don't know / other
Preferred report style
Email Report Summary
Phone Call
Either
Any reporting you want beyond the standard package? (i.e. budgets, job costing, KPI tracking, etc)
Month-end deadline preference
by the 5th
by the 10th
by the 15th
by the end of the following month
Additional information I should know:
Submit
Should be Empty: