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Bookkeeping Client Intake Form
Name
Email
Phone Number
*
Please choose which one do you want to be contacted by
Phone
Email
Does not matter
Other
Company Information
Company Name
Company Website
Company Address
Please briefly explain what your company does
Starting date of your company
Your job title
Number of employees including you
Type of your company
— Select —
LLC
S-Corp
C-Corp
Sole-Proprietor
File federal taxes
On a cash basis
Accrual
Your CPA and the firm they are with
What bank is your main business account with?
Accounting Information and Needs
Accounting software you use
If QuickBooks, please indicate Desktop or Online
Desktop
Online
Payroll software or company
Number of check/debit transactions you have each month
Which ones do you enter?
Bills
Payments
Checks
Other
Do you pay 1099 vendors?
Yes
No
Approximately, how many invoices do you generate each month?
Please select the ones that are appropriate to you
Accepting credit cards
Collecting sales tax
Tracking inventory in QuickBooks or other software
Other
Number of bank accounts you have
Number of credit cards you have
Do you have any experience to work with a bookkeeping service before?
Yes
No
Please select the services you want us to provide
Client Billing
Financial Statements
Year End Tax Package
State Tax Reporting
Business Start-Up Assistance
Monthly Account Reconciliation
Budgeting/Forecasting
Transaction Entry
Payroll
Business Consulting
Contract Management
Cash Flow Reporting
Bill Pay
City Tax Reporting
Other
Please give details about the service(s) you want from us
Additional information we should know
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