Bookkeeping Intake Form.

We want to customize your bookkeeping experience. Please take some time to fill out this form so that we can learn more about you and your business!

Name

First Name

Last Name

Phone

Company Name

Company Address

Website

Briefly describe your company

How long have you been in business?

How many employees do you have?

What type of entity is your company?

LLC, S-Corp, C-Corp or Sole-Proprietor

Do you have an accountant?

Please provide their name/firm

How much did you make in revenues last year?

Approximate if you have not filed this year's taxes yet.

Do you pay any 1099 contractors?

What are your average monthly expenses?

Do you have an online banking portal?

This will allow for seamless integration with our accounting software.

Have you worked with a bookkeeping service before?

What services are you looking for us to provide?

Financial Statements

Payroll

General Bookkeeping

Bill Pay

Monthly Account Reconciliation

Budgeting and Forecasting

Transaction Entry/Categorization

Other

Is there anything else we should know about your business?