Lychelle Royal Services Bookkeeping Client Intake Form

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?

BillsPaymentsChecksOther

Do you pay 1099 vendors?

YesNo

Approximately, how many invoices do you generate each month?

Please select the ones that appropriate to you

Accepting credit cardsCollecting sales taxTracking inventory in Quickbooks or other softwareOther

Number of bank accounts you have

Number of credit cards you have

Do you have any experience to work with a bookkeeping service before?

YesNo

Please select the services you want us to provide

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*