Julius Financial Client Intake Form

  • 💡 Before we begin...

    At Julius Financial, every dollar in your business tells a story. Before we can quote a price for bookkeeping services, we need to understand the condition of your financial records.

    🔹 We begin with a paid Financial Health Check, where we analyze your current books and identify what needs to be fixed or optimized.

    🔹 After the review, you will receive a detailed video breakdown explaining the condition of your finances.

    🔹 If you have additional questions, you can schedule a follow-up call.

    🔹 If you decide to work with us, the review fee is credited toward your first month of bookkeeping.

    Ready to get started? Fill out the form below.

     

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    • Contact Information 
    • Format: (000) 000-0000.
    • Please choose which one do you want to be contacted by
    • Company Information 
    • How do you currently handle bookkeeping?*
    • Current Bookkeeping Setup 
    • Currently, we only use QuickBooks Online. Do you use QuickBooks Online?*
    • Are your bank and credit card accounts connected to a bookkeeping system?*
    • Have your books been reconciled in the last 6 months?*
    • Do you have missing transactions or unclassified expenses?
    • Do you need historical cleanup (past years of bookkeeping not done)?*
    • Do you have any experience working with a bookkeeping service before?*

    • 📌 QuickBooks Online Access
      💡 To complete your Financial Checkup, I need access to your QuickBooks Online account. If you don’t know how to invite me, follow the simple steps below.

      ✅ How to Invite Julius Financial as Your Accountant in QuickBooks Online:
      1️⃣ Log in to your QuickBooks Online account.
      2️⃣ Click on the Gear Icon (⚙️) in the top right corner.
      3️⃣ Select Manage Users under "Your Company."
      4️⃣ Click Accounting firms, then select Invite Accountant.
      5️⃣ Enter my email: juliusfinancial.qbo@gmail.com
      6️⃣ Click Save & Send Invitation.

      🔹 Have trouble with this? No problem! Upload a QuickBooks Online report instead (see below).

      💡 If you can't give QuickBooks access now, upload these reports so I can still review your books:
      ✅ Profit & Loss Statement (Last 12 months)
      ✅ Balance Sheet (Last 12 months)
      ✅ Transaction List by Date (Last 3 months)

       

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