Client Intake Form

Legal name of your business *

Mailing Address

Email Address *

What is your business structure

Please select at least one option.

Sole proprietor

Partnership

S Corporation

C Corporation

LLC

Other

Primary Contact *

Are you currently using a bookkeeping service?

What do you like/dislike about your current service?

What accounting software do you currently use., if any?

How do you currently manage your financial records?

Are your books up-to-date, or do they require clean-up?

How many bank and credit card accounts do you have?

Can you provide the last 12 months of bank and credit card statements?

What is your average monthly revenue/gross sales?

Approximately how many income/expense transactions do you have per month?

What are your primary tax obligations?

Please select if you need assistance with task

Please select at least one option.

Customer Invoicing

Vendor Payments

Inventory management

Payroll

Do you have W2 employees or 1099 Contractors?

Is there anything more you'd like to share with me that would help me better address your bookkeeping needs?

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