New Client Assessment
Thank you for contacting Lilac Hill Bookkeepers for your business bookkeeping needs. Please take the time to fill out the questions thoroughly so that we can provide you with an accurate quotation.
Email *
Business Name *
Your Name *
Contact Name
Business Phone number
Business filing (LLC, sole proprietor, etc) *
Business Filing
Start Date *
What kind of schedule does your company need? *
Required
Do you need sales tax filing? *
Required
Do you need Payroll Services *
Required
If Yes, what Payroll service do you use? *
How many bank accounts do you have? (checking, savings, etc) *
How many credit cards do you have? *
How many loan accounts do you have? *
Do you use 1099 contractors? *
Required
Approximate number of banking transactions per month? *
Sales Volume per Year *
Current Accounting Software? *
Any other information we should know about?
Thank you!
Thank you for your information. Please hit the submit button on the top right. We will get your proposal to you as soon as we review.
Submit
Clear form
Never submit passwords through Google Forms.
reCAPTCHA
PrivacyTerms
This form was created inside of Lilac Hill Bookkeepers, LLC.

Does this form look suspicious? Report

Google Forms