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Client Intake Form
Lets Get To Know Your Business !
Company name
*
Address
First name
Last name
Email
*
Phone
*
Business start date
Month
Month
Day
Year
Description of product and/or services offered:
What ownership structure is your company?
Sole proprietor
Partnership
Single-member LLC
Partnership LLC
C-Corp
S-Corp
How many employees do you have?
1-26
26-50
50-100
100+
None
Are you included in the payroll?
Yes
No
Who processes your payroll?
ADP
Paychex
Quickbooks Payroll
Gusto
Other
What's is your business average monthly sales?
Do you pay personal expenses from your business bank accounts?
Yes
No
Other
How many business bank accounts do you have?
1
2
3
4
5+
None
How many business credit cards do you have?
1
2
3
4
5+
None
How many business loans do you have?
1
2
3
4
5+
None
Please list every system that is used to generate income:
Excel/Google Sheet
Grubhub/Seamless
Uber / Postmates
Square
Clover
Toast
Shopify
Paypal
None
Other
What other systems/platforms do you use?
Quickbooks Online
Quickbooks Desktops
Freshbooks
Waves
Xero
Netsuite
Yardi
Blackline
Other
In addition to accountancy, what other services can we provide?
Marketing
Business Start-Up Services
Business Credit
Business Funding
What is the price range (per month) you are looking for your bookkeeper?
Is there anything else you would like to add regarding the services you’re looking for?
Submit
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