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Employee Information Update
Bookkeeping Client Intake Form
Client Contact Information
Name
(Required)
First
Last
Email
(Required)
Phone
(Required)
Do you prefer to be contacted by phone or email?
Company Details
Company Name
Company Address
What is your website?
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?
Who is your accountant/bookkeeper and what company are they with?
What bank is your main business account with?
Accounting Needs
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 did you like about the service and what did you not like?
Why are you switching?
What services are you looking for us to provide?
Transaction Entry
Client Billing
Payroll
Financial Statements
Business Consulting
Year End Tax Package
Contract Management
State Tax Reporting
Cash Flow Reporting
Business Start-Up Assistance
Bill Pay
Monthly Account Reconciliation
City Tax Reporting
Budgeting/Forecasting
Other
Accounting Closing Questions
What three areas do you want to improve in your accounting?
Are you happy with your current accounting solution?
Anything else we should know?
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