Welcome!
I’m so glad you’re here! This intake form is designed to help me get to know you and your business before our discovery call. The more detail you can provide, the more productive our conversation will be and the better I can tailor my recommendations to your unique needs. I look forward to connecting with you soon!— Katlyn
Client & Business Information
Full Name
*
First Name
Middle Name
Last Name
Business Name
*
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email Address
*
example@example.com
Website
Social Media
Preferred Method of Communication
*
Phone
Text
Email
Type of Business
*
Business Background & Current Bookkeeping
How long have you been in business?
*
Less than 1 year
1–3 years
3–5 years
5+ years
Business Structure
*
Sole Proprietorship
Partnership
Corporation
Not sure
Approximately how many transactions do you have each month?
*
Under 50
50–150
150–300
300+
Are you currently using bookkeeping software?
*
QuickBooks Online
QuickBooks Desktop
Wave
Excel/Google Sheets
None
If other bookkeeping software, please specify
Who currently manages your bookkeeping?
*
I do
Accountant
Bookkeeper
Family Member
Nobody
How up to date are your books?
*
Completely up to date
A month behind
Several months behind
More than a year behind
I’m not sure
Services, Goals & Challenges
What prompted you to reach out today?
*
I need help getting caught up.
I’m spending too much time on administrative work.
I want better financial organization.
I want to spend less time managing my bookkeeping.
My business is growing and I need support.
I’m not sure—I just know I need help
What are you hoping to accomplish?
What’s the biggest challenge in your business right now?
Which tasks would you most like to delegate?
*
Email
Client Communication
Calendar Management
Scheduling
Paperwork
Data Entry
Invoicing
Bookkeeping
Social Media
Other
If other time-consuming task, please specify
If I could take ONE task completely off your plate, what would it be?
Which best describes how you would like to work together?
*
I’d like to completely delegate these responsibilities.
I’d like to stay involved while delegating some responsibilities.
I’m not sure yet.
Do you need someone to answer your business phone during business hours?
*
Yes
No
I’d like to discuss options
Accountant & Financial Records
Do you currently have an accountant?
*
Yes
No
Accountant Name
Accountant Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Accountant Email
example@example.com
How many business bank accounts do you have?
How many credit cards do you have?
Do you keep personal and business expenses separate?
*
Always
Sometimes
Not yet
Which of the following copies do you currently keep?
Receipts
Invoices
Bank Statements
GST Returns
Payroll Records
Other
Notes
Admin Support Score:
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