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Bright Books New Client Form
New Client Intake Questions
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Section 1
Client and Business Information
Legal Business Name
*
Your answer
Business Type
Your answer
Industry
Your answer
Business Address
*
Your answer
Phone Number
*
Your answer
Email
*
Your answer
Website / Social Media Page(s)
Your answer
Primary Contact Person
*
Your answer
Position / Title
Your answer
Preferred Contact Method (select as many as preferred)
*
Email
Phone
Mail
Other:
Required
Working Hours / Time Zone
Your answer
Section 2
Accounting and Bookkeeping Details
Current Accounting Software
Your answer
Access Details / Permissions Needed
Your answer
Current Bookkeeper or Accountant (if any)
Your answer
Bookkeeping Frequency
Your answer
Bookkeeping Start Date (if needed)
MM
/
DD
/
YYYY
Historical Catch-up or Clean-up Needed?
*
Yes
No
Start Date of Catch-up Period
MM
/
DD
/
YYYY
Section 3
Bank and Financial Accounts
List of Bank Accounts
Bank Name, Account Type, Last 4 Digits, Connected to what Software (if any, E.G. QuickBooks, Xero, Sage, Etc.)
*
Your answer
Credit Cards
*
Your answer
Lines of Credit
*
Your answer
Payment Processors (POS Systems, Venmo, Paypal, Etc.)
*
Your answer
Section 4
Payroll Information
Do You Have Employees (other than yourself)?
*
Yes
No
Number of Employees (if any other than self)
Your answer
Payroll Frequency
Your answer
Payroll System Used
Your answer
Do You Pay Contractors?
Yes
No
Clear selection
Number of Contractors
Your answer
Payroll Tax Filings Managed By?
Your answer
Section 5
Sales Tax / VAT / GST Information (value added tax, goods and services tax)
Registered For Sales Tax?
*
Yes
No
Jurisdictions Registered In
Your answer
Tax Filing Frequency
Your answer
Software Used for Tax Filings
Your answer
Person Responsible for Sales Tax Reporting
Your answer
Section 6
Financial Reporting Preferences
Reports Required (P&L, Balance Sheet, Cash Flow, Etc.)
*
Your answer
Reporting Frequency (select all that apply)
*
Weekly
Monthly
Quarterly
Yearly
Other:
Required
Preferred Delivery Format
*
.pdf - Adobe
.xlsx - Excel
Online
Other:
Email to Send Reports to
*
Your answer
Section 7
Document Management
Document Sharing Method
*
Email
One Drive
Portal (DropBox) - most secure
Other:
File Naming / Folder Structure (other than default)
Your answer
Who Uploads Receipts / Invoices
*
Your answer
Approximate Monthly Transaction Volume
*
Your answer
Section 8
Compliance and Tax Details
Business EIN / Tax ID State (if any)
*
Your answer
Other Federal Registrations (if any)
*
Your answer
Accountant / CPA Name
*
Your answer
Tax Filing Deadlines
*
Your answer
Any Compliance Concerns or Issues?
*
Yes
No
If Yes, Add Details
Your answer
Section 9
Onboarding Notes / Comments
Any Additional Notes or Comments
Your answer
Section 10
Authorization
I authorize Bright Books LLC to access financial data necessary for bookkeeping and related services
*
Yes
No
Other:
Client Signature
*
Your answer
Date
*
MM
/
DD
/
YYYY
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