Bookkeeping Inquiry Form
Please complete this form so we can understand your bookkeeping needs and determine the best way to assist you.
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number (###-###-####)
*
Please enter a valid phone number.
Format: (000) 000-0000.
What type of bookkeeping assistance are you requesting?
*
Personal
Business
Both (Personal + 1099 / Self-Employed)
Do you currently track your personal income and expenses?
*
Yes
No
Somewhat
Primary sources of personal income (select all that apply)
*
W-2 Employment
1099 / Freelance
Investments
Rental Income
Other
Are your personal finances mixed with business income?
*
Yes
No
Not Sure
Business Name
*
Business Structure
*
Please Select
Sole Proprietor / 1099
LLC
Partnership
S Corporation
C Corporation
Not Sure
Industry
*
How long has the business been operating?
*
Please Select
Less than 1 year
1–3 years
3–5 years
5+ years
Average Monthly Revenue
*
Please Select
Under $5,000
$5,000 – $10,000
$10,000 – $25,000
$25,000+
Do you currently use bookkeeping software?
*
QuickBooks
Wave
Excel / Spreadsheets
None
Other
What services do you need? (select all that apply)
*
Monthly Bookkeeping
Catch-Up / Cleanup
1099 Tracking
Expense Categorization
Bank Reconciliation
Financial Reports
Tax-Ready Books
Are you currently behind on bookkeeping?
*
Yes
No
Not Sure
Is there anything else we should know about your bookkeeping needs?
This bookkeeping inquiry is for informational purposes only. Submission of this form does not establish a client relationship. Services and pricing will be determined after a review of the information provided.
Do you understand and agree to the disclosure above?
*
Yes, I agree
Submit Bookkeeping Inquiry
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