Monthly Accounting intake Form

Monthly Accounting Services – Client Intake & Service Overview

Provided By: WhiteApple Financial
- Name
  
  First NameLast Name
- SSN
  Social Security Number
- Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- Email
  example@example.com
- Business Name:
- Contact Person:
- Phone Number
  (Please enter a valid phone number)Format: (000) 000-0000.
- Email
  example@example.com
- Business Type (LLC, S-Corp etc.)
- Industry:
- Annual Revenue Estimate:
- Monthly Transaction Estimate
  (Up to 500/mo)
- We provide full-cycle monthly accounting for scaling businesses.
  
  Services include:
  
  ✅Bookkeeping (up to 500 transactions/month)
  ✅Bank & Credit Card Reconciliation (Business Bank account, Credit card, PayPal etc.)
  ✅Monthly Financial Reports (P&L, Balance Sheet, Cash Flow)
  ✅Budgeting and forecasting
  ✅Tax strategy and tax planning
  ✅Sales Tax Filing
  ✅Quarterly Tax Filing (If applicable)
  ✅Annual Tax Return Filing
  ✅Business Funding Assistance
- We help owners like you:
  
  ✅Gain financial clarity each month
  ✅Free up time to focus on growth
  ✅Make data-driven decisions
  ✅Avoid tax-season chaos
  ✅Build an operations-focused team with reliable reporting
- I confirm that the information provided is accurate and that I understand the scope of the monthly accounting services.
- Client Name:
  
  First NameLast Name
- Signature
  
  Powered by Jotform SignClear
- Date
  
  MonthDayYear
  Date
- Should be Empty:

Monthly Accounting Services – Client Intake & Service Overview