Bookkeeping Intake Form
Please complete this form in its entirety to help us better serve you and your business.
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
What is the Name of your business
What is your business structure?
Please Select
sole prop
single member LLC
multi member LLC
S Corporation
C Corporation
Partnership
EIN or SSN
Business Address:
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
What industry are you in?
Explain more about your companies services/products.
If you have a product/service list, upload it here
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Are you on a fiscal or calendar year?
Calendar
Fiscal
Accounting Method:
Cash
Accrual
Are you required to charge/file sales tax
Sales Tax ID Num
Sales Tax Filing Frequency
How are you currently accepting payments? If you use a merchant account, please list which one.
If you have your Chart of Accounts set up, please upload that below:
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List ALL accounts used within your business. Ex: Bank of America checking *2032
include all bank accounts, loans, credit cards, merchant accounts etc.
Select the options you would like to have in your accounting software:
Bill Pay
Mileage Tracker
Receipt Management
Income/Expense Tracking
Accept Payments/Send Invoices
Are you behind on your books or starting fresh?
What program are you interested in?
Full Support Bookkeeping
Bookkeeping Coaching support
Payroll Services
Accounts Payable/Accounts Receivable
What date are you ready to start your services?
-
Month
-
Day
Year
Date
Please choose the best time for our onboarding call (will be via zoom)
Signature
Submit
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