New Bookkeeping Client Intake Form
Learn2Soar Consulting new client intake form.
Email address
Learn2Soar Consulting
Today's Date:
MM
/
DD
/
YYYY
Legal Business Name:
Your answer
Business Address (headquarters)
Your answer
Business Phone Number(s) (All: FAX, Cell, alternate means of contact, etc.):
Your answer
Company Website
Your answer
Your name
Your answer
Your Job Title
Briefly describe what your company does:
Your answer
What year did your company start?
Your answer
How many employees are there?
Your answer
What type of entity is your company?
Is your company a registered "Not for Profit?"
To the best of your knowledge, are you in compliance with all Federal / State / Local Agencies?
Who is your current CPA?
Your answer
ACCOUNTING NEEDS:
Which accounting software do you use?
How do you currently process payroll?
Do you pay 1099 vendors?
How many invoices do you generate per month?
Your answer
Do you accept Credit/Debit Cards?
Do you collect Sales Tax?
Do you track inventory in QuickBooks or other software?
How many bank accounts does your company have?
How many Credit Card accounts (including loans/lines of credit) does your business have?
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