New Bookkeeping Client Intake Form
Learn2Soar Consulting new client intake form.
Email address *
Learn2Soar Consulting
Today's Date: *
MM
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DD
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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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