Client Intake Form Business Information ← BackYour intake form is on its way to our team. Thank you for trusting us with your bookkeeping—we look forward to partnering with you. Business Name:(required) Owner/Primary Contact Name: Phone Number: Email Address:(required) Business Address: Website: Business Structure Type of Entity: Sole Proprietor Partnership LLC S-Corp C-Corp Nonprofit Other Industry: Current Accounting Software: QuickBooks Online QuickBooks Desktop Xero Wave Excel/Spreadsheets None Other Do you have a CPA or tax preparer? Yes No If yes, name & contact info: Services Needed What bookkeeping services to you need? (check all that apply): Monthly Bookkeeping Catch-up/Backlog Bookkeeping Payroll Services Accounts Payable Accounts Receivable Financial Reporting Sales Tax Filing Budgeting/Forecasting Other If other, please explain: Monthly Transaction Volume (estimate): Under 100 100-250 250-500 500+ Number of Bank Accounts: Number of Credit Cards: Employees/Contractors? Yes – Employees Yes – Contractors No Timing & Access Preferred Start Date: (YYYY-MM-DD) Catch-Up Needed for (months/years): Access Method for Financial Documents: View-only Bank Access Secure File Upload Shared Accounting Login Other If other, please explain: Compliance Is your business registered and in good standing? Yes No Unsure Do you have a federal EIN? Yes No Please email or securely upload your documents using the instructions we’ll provide after your intake is received. Additional Notes: Submit FormSubmitting form Δ
