Bookkeeping Client Intake Form
Personal Information
Full name*
E-mail*
Phone #*
-
-
Your job title
Company Information
Company name*
Business Address*
Website
Please briefly explain what your company does*
Starting date of your company
Company Type*
A
LLC (Single-Member)
B
LLC (Multi-Member)
C
C-Corporation
D
S-Corporation
E
Partnership
F
Non-Profit
Federal taxes filed on*
A
Cash basis
B
Accrual
C
Not sure
Accounting Information and Needs
Bookkeeping software*
Payroll software*
Number of business checking accounts*
Number of business credit cards*
Approximate amount of transactions per month*
Do you co-mingle funds?*
A
Yes
B
No
C
Sometimes
Do you pay vendors/contractors? (1099)*
A
Yes
B
No
Please select the services you want us to provide*
A
Monthly Account Reconciliation
B
Books "clean up"
C
Year-End Tax package
D
QuickBooks setup/Assistance
E
Financial Statements
F
Sales Tax Reporting
G
Payroll Setup
H
1099-filing
I
Tax Return Preparation
J
Other
Please give details about to service(s) you want from us to provide and any additional information*
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