Bookkeeping Client Intake Form

Gather all the financial and operational details an accountant needs before taking on a new client.

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Name

First Name

Last Name

Email

Phone Number

Please choose how you'd prefer to be contacted

Email Phone Text Message

Company Name

Company Website

Company Address

Street Address

City

State / Province

ZIP / Postal Code

Please briefly explain what your company does

Starting Date of Your Company

Your Job Title

Number of Employees (Including You)

Type of Your Company

Do You File Federal Taxes?

Yes No

Your CPA and Their Firm

What Bank Is Your Main Business Account With?

Accounting Software You Use

Payroll Software or Company

Number of Check/Debit Transactions Per Month

Which Ones Do You Enter Yourself?

Checks Debit Transactions Credit Transactions Bank Transfers

Do You Pay 1099 Vendors?

Yes No

Approximately How Many Invoices Do You Generate Each Month?

Please Select the Ones That Apply to You

Number of Bank Accounts You Have

Number of Credit Cards You Have

Have You Worked With a Bookkeeping Service Before?

Yes No

Please Select the Services You Want Us to Provide

Please Give Details About the Service(s) You Want From Us

Additional Information We Should Know

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