Bookkeeping Client Intake Form Name * First Name Last Name Email * Phone * (###) ### #### Do you prefer to be contacted by phone or email? Company Name Company Address What is your website? http:// What is your job title? Briefly describe what your company does: When did your company start? How many employees do you have? Which type of entity is your company (LLC, S-Corp, C-Corp, Sole-Proprietor)? Do you file federal taxes on a cash basis or accrual? What bank(s) is your main business account with? What accounting software do you use? (If QuickBooks indicate Desktop or Online) What payroll software or company do you use? How many check/debit transactions do you have each month? Do you enter bills and payments or checks only? Do you pay 1099 vendors? How many invoices do you generate each month? Do you accept credit cards? Do you collect sales tax? Do you track inventory in QuickBooks or other software? How many bank accounts do you have? How many credit cards do you have? Have you worked with a bookkeeping service before? Yes No What services are you looking for us to provide? Transaction Entry Payroll Financial Statements Year End Tax Package Monthly Account Reconciliation Business Start-Up Assistance Other What three areas do you want to improve in your accounting? Are you happy with your current accounting solution? Anything else we should know? Thank you!
