Please complete the intake form to get started with your customized bookkeeping solution!  

Afterwards, a member of K. Coleman & Associates will contact you to review details and next steps.
If you would like faster service and direct information, for services and pricing, please contact our offices at (205) 777-8628 or
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Email *
Customer Contact
Please share your contact information below.
Name *
First and Last Name  
Job Title *
Phone number *
Preferred Contact Method *
Business Information
Please share business details below.
Business Address *
Street Address
City *
State *
Zip Code *
Business  Website *
Business Name *
This is how it will appear on your name reservation.
Business Start Date *
When did your company start?
Business Purpose *
 Briefly describe what your company does.
Number of Employees *
What type of entity is your business? *
How do you file federal taxes? *
Who is your CPA and what firm are they with? *
What bank is your main business account with? *
Bookkeeping Needs
What accounting software do you use? *
If QuickBooks indicate Desktop or Online.
What payroll software or company do you use? *
How many check/debit transactions do you have each month? *
Do you enter bills and payments or checks only? *
Do you pay 1099 vendors? *
How many invoices do you generate each month? *
Do you accept credit cards? *
Do you collect sales tax? *
How do you track inventory? *
How many bank accounts do you have? *
How many credit cards do you have? *
Have you worked with a bookkeeping service before? *
What services are you looking for us to provide? *
Bookkeeping Closing Questions
Are you happy with your current bookkeeping solution?
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What three areas do you want to improve in your bookkeeping?
K. Coleman & Associates
How did you hear about K. Coleman & Associates? *
Additional Questions and Comments
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