Client Intake Form
Email *
Cannot pre-fill email
Organization/Business Name *
Point of Contact Person (Full name) *
Is the Point of Contact the same person who initially reached out to CBC? *
If you selected "No" please provide the full name & title of the person who initially reached out?
Email (Contact Person) *
Phone number *
Full Business address *
Tell us about your company (brief background history) *
Briefly describe what type of help you need? *
Are you looking to reconcile multiple entities? *
What type of business entity are you?
What type of accounting software are you currently using? (examples. Quickbooks, Quickbooks desktop, Xero) *
Do you run payroll? If so, how many employees do you have? *
Up to what date are accounts reconciled in QBO (mm/yy)? If accounts aren’t reconciled please explain below: *
Do you have bank feeds set up? *
Required
Would you be willing to allow CBC temporary access to your Quickbooks account to access the amount of work needed? *
Is there any additional information we should know that would help us better service you?
Please share business website link
Do you have services you are interested in outside of bookkeeping? If so, we can utilize our internal and external resources to see if we can assist. (example, graphic design, project management, website assistance, etc)
Please upload any supporting documentation that you think may help us better service you. (optional)
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How did you hear about us?
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