Bookaholic Bookkeeping Needs Assessment
Bookaholic Bookkeeping, LLC is dedicated to providing you with the information you need to make the best decisions for your business. We know it may require gathering some information, but taking the time to do it now can help us customize a solution to best meet your needs and make the most of our time together. This form may take 15-30 min. to complete.
Email address *
Client Information
Company Name *
Your answer
Your Name *
Your answer
Position *
Your answer
Complete Billing Address *
Your answer
Company Phone Number *
Your answer
Best Number to Reach You *
Your answer
Website
Your answer
Business Type *
Names of other Partners, Owners, or Directors
Your answer
Federal Employer Identification Number (FEIN)
Your answer
Date of Incorporation (Date of First Sale for Sole Proprietors)
MM
/
DD
/
YYYY
In which state did you Incorporate, if applicable?
Your answer
Fiscal Year End *
Accounting Method *
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