Client Intake Form
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Please choose your primary contact method
Phone Call
Email
Text
Appointment
Other
Company Information
Company Name
Company Website
Company Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Starting date of your company
-
Month
-
Day
Year
Date
What is your company structure?
LLC, S-Corp, C-Corp, Sole-Proprietor
Company Services
Please list the product(s) and/or service(s) you currently provide
Your company title
Number of employees including you
Accounting and Banking Information
What bank is your main business account with?
Do you use a business credit card, if so how many and what are the names?
If QuickBooks, please indicate Desktop or Online
Do you have an accountant or CPA you are working with? If so, list their name.
What is your method of accounting?
On a cash basis
Accural
QuickBooks
Excel or Spreadsheet
Do you have multiple methods of receiving income, if so, what are the names of the merchant accounts?
What is the average number of banking transactions you have each month?
Calculate by adding the last 90 days on your statements and divide by 3
Do you pay 1099 vendors (subcontractors)
Yes
No
Approximately, how many invoices do you generate each month?
If none, enter zero.
Please select the ones that appropriate to you
Collect sales tax
Track inventory
Pay estimated taxes
Please select the services you want a quote for:
Client Billing
Financial Statements
Year End Tax Package
State Tax Reporting
Business Start-Up Assistance
Monthly Account Reconciliation
Budgeting/Forecasting
Transaction Entry
Payroll
Business Consulting
Contract Management
Cash Flow Reporting
Bill Pay
City Tax Reporting
M.A.K.S.
Business Training
Please give details about to service(s) you are seeking and what is your budget amount? And how often? (monthly, quarterly or annually)
List any additional information or questions you may have.
How soon do you want to start the onboarding process if the quote meets your budget?
ASAP
1 week
2 weeks
1 month
2 or more months
Please verify that you are human
*
Submit
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