Elite Business Accounting Solutions - New Client Intake Form

COMPANY Information
Company Name*
Website
Address*

Street Address

Street Address Line 2

CityState

Zip Code
What is your industry?*
How many years have you been in business?*
Briefly, describe what your business does.*
What is your business legal entity type?*
What is the size of your business?*
What was your last year's annual revenue?*
Projected annual revenue for this year?*
What was your last year's profit?*
Projected profit for this year?*
Does the business have any debts?*

YesNo
How much debt does the company have?*
Include what you owe for taxes, loans and payables....

Accounting Software Systems
What accounting software do you currently use?*

QuickBooks OnlineQuickBooks Desktop ProQuickBooks Desktop PremierQuickBooks Desktop EnterpriseXeroI don't use any accounting software at this timeOther

Services Inquiry I
I'm overwhelmed and I don't want to do my bookkeeping myself anymore*

Yes - I need help with my booksNo

Bookkeeping Services
How involved are you in your current bookkeeping process?*

Very involvedModerately involvedWould like to be more involvedWould like to be less involvedNot involved
Are your books up to date?*

YesNo - help me with the mess!
How many bank & credit card accounts do you have for your business?*
What is the average of transactions per month from all of your bank and credit card accounts?*
What is the average of your credit card receipts per month?*
Do you have personal expenses included in your business accounts?

YesNo
What is your monthly budget for accounting/bookkeeping services?*

Payroll Services
How many people are on your payroll?*
Who currently handles your payroll?*
How often do you process payroll?*

WeeklyBi-weeklyMonthly
Would you like us to manage your W-2s?*

YesNo - I don't need this service
How much do you currently pay for your payroll third party company? (If applicable)*

Independent contractors
Do you have any independent contractors?*

YesNo
Would you like us to manage your 1099s and efile?*

YesNo - I don't need this service
How many independent contractors do you send 1099s to and efile?*

Part-Time CFO
What kind of CFO services do you need?*

Job costingGeneral ledger managementReduce overhead and maximize profitsSub-account managementManage owner distributionsBudgeting serviceFinancial planningOverseeing and manage lower financial workers

Future Goals
Where do you want to grow or improve in the next 12 months?*
What's your biggest challenge stopping you from growing or improving your company?*
How motivated are you to address your current situation and reach your goals?*

Highly motivatedSomewhat motivatedNot ready yet

Any additional information you would like to share about your situation or company's needs that we should know about?*
Please verify that you are human*
Should be Empty: