Lychelle Royal Services Bookkeeping Client Intake Form

Bookkeeping Client Intake Form
Name

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Please choose which one do you want to be contacted by

Other
- Company Name
- Company Website
- Company Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Please briefly explain what your company does
- Starting date of your company
  
  MonthDayYear
  Date
- Your job title
- Number of employees including you
- Type of your company
  LLC, S-Corp, C-Corp, Sole-Proprietor
- File federal taxes
- Your CPA and the firm they are with
- What bank is your main business account with?
- Accounting software you use
  If QuickBooks, please indicate Desktop or Online
- Payroll software or company
- Number of check/debit transactions you have each month
- Which ones do you enter?
  
  Other
- Do you pay 1099 vendors?
- Approximately, how many invoices do you generate each month?
- Please select the ones that appropriate to you
  
  Other
- Number of bank accounts you have
- Number of credit cards you have
- Do you have any experience to work with a bookkeeping service before?
- Please select the services you want us to provide
  
  Other
- Please give details about to service(s) you want from us
- Additional information we should know
- ACKNOWLEDGMENT & SIGNATURE
  - I confirm that all information entered here is accurate and true.
  - I confirm that I am the Business Owner or Authorized agent to engage in conversations regarding Bookkeeping Services.
  - The intake form gives Lychelle Royal Services LLC authorization to evaluate our company for the purposes of providing a quote for Bookkeeping Services.
  By signing below, you acknowledge that you have read and understood the intake form process. This form does not represent full engagement until a contract has been executed by both parties.
- Signature
- Please verify that you are human
- Should be Empty: