Bookkeeping Client Intake Form

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Please fill out this form to help us understand your bookkeeping needs. We do not provide CPA or Tax services.

Client Name *

Business Legal Name (if different from Client Name) *

Email Address *

Phone Number *

Business Address *

Type of Business Entity *

Industry of Business *

How many years has your business been operating? *

What accounting software are you currently using (if any)? *

What are your primary reasons for seeking bookkeeping services? *

Improve financial organization

Prepare for tax season (we do not provide tax services)

Understand business profitability

Reduce administrative burden

Prepare for loans or investors

Other

Required

What specific bookkeeping tasks are you looking for assistance with? *

Bank Reconciliation

Accounts Payable Management

Accounts Receivable Management

Payroll (we can integrate with payroll providers)

Financial Statement Preparation (P&L, Balance Sheet, Statement of Cash flow)

General Ledger Maintenance

Catch-up Bookkeeping

Budgeting and Forecasting

Other (please specify below)

Required

Please provide any additional details about your bookkeeping needs or specific challenges you are facing.

How did you hear about our bookkeeping services?

Referral

Online Search

Social Media

Other

Clear selection

Are you interested in a free online consultation? *

No, I don't need Bookkeeping help

Yes I would love a free Consultation to get help with my bookkeeping and Financials

Submit

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This form was created inside of Jennifer Seifert.