JBH Financial Bookkeeping Intake Form
Business Name
*
Business Address
*
Street Address
Street Address Line 2
City
State
Zip Code
Business Email
*
Business Phone Number
*
Please enter a valid phone number.
Preferred Method of Contact
*
Phone
Email
No Preference
Business Structure
*
Please Select
Single Member LLC
S-Corp
C-Corp
Partnership
Non-Profit
List of Business Owners
*
Number of Employees/Contractors
*
Please upload business incorporation documents & EIN letter
*
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Choose a file
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Please briefly explain what your business does
Number of Bank Accounts
*
Number of Credit Card Accounts
*
Please upload last 3 business bank statements
*
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Choose a file
This is essential for an accurate price quote
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Have you ever worked with a bookkeeping service before?
*
Yes
No
Do you currently do your own bookkeeping?
*
Yes
No
What system do you use?
*
What can we do to make your accounting easier?
*
What are your goals for your business in a year or 5 years?
*
Additional information we should know
Please verify that you are human
*
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