Blue Peak Client Intake Form
Please take a moment to tell us a little about your company, your needs, and particulars that might be helpful for us to serve you better. This will ensure you receive the best service.
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Email *
First and Last Name *
Pronouns
Phone Number *
Please specify the city and state of your business *
What is the nature of your business? *
How long have you been in business? *
What is your business entity type (LLC, partnership, sole proprietorship, etc)? *
How many employees does your business have? *
What payroll software do you use, if any? *
Do you file taxes on a cash or accrual basis? *
When was the last year you filed taxes? *
Are you working with a CPA or tax firm? If so, which one? *
Which bank do you use for your main business transactions? *
How many bank accounts do you have? *
How many credit card accounts do you have? *
How many transactions do you typically have each month? *
What accounting software, if any, do you use? *
Who has been doing your bookkeeping? *
What is the last completed financial statements date? *
How many invoices do you process every month? *
Do you have services such as PayPal? *
Will this be your first time working with a bookkeeper? *
What type of bookkeeping services are you looking for? *
Do you collect sales tax? If so, which states? *
Do you manage or track inventory *
Is there anything else I should know about you or your business? *
Which services and/or packages are you interested in? *
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