Bookkeeping Client Intake Form Name First Name Last Name Email example@example.com Phone Number Please enter a valid phone number. Please choose which one do you want to be contacted by Phone Email Does not matter Other We do NOT spam you and never sell your information. Starting date of your company - Month - Day Year Date What state was the business formed in? Company Information Name of company? How many business owners? Type of your entity Please Select Sole Prop LLC S Corp C Corp Partnership Average current annual revenue? Please Select Under $50k $50k-$100k $100k-$200k $200k-$500k $500k-$1m Above $1m Do you have any loans? Please Select Yes No Do you have any fixed assets? Please Select Yes No Fiscal year-end date? Please Select 12/31 Other Please briefly explain what your company does Accounting Information Accounting software you use If QuickBooks, please indicate Desktop or Online Which ones do you enter? Bills Payments Checks Other How many transactions do you have each month (sales and expenses)? Please Select Under 300 300-400 401-600 Above 600 transactions transactions Please Select Under 300 300-400 401-600 Above 600 transactions What is the average number of checks you write out per month? Please Select None 1-10 11-20 21-35 36-50 Above 50 We calculate fees based on your selection Do you need us to clean up your books? Please Select No, thanks 1-2 months 3-4 months 5-6 months 7-8 months 9-12 months We calculate fees based on your selection cleanup Please Select No, thanks 1-2 months 3-4 months 5-6 months 7-8 months 9-12 months We calculate fees based on your selection Checks Please Select None 1-10 11-20 21-35 36-50 Above 50 We calculate fees based on your selection Number of bank accounts you have Checking, saving... Number of credit cards you have Visa, Mastercard... How often do you reconcile your account? Please Select I don't do that Every day Every week Bi-weekly Quarterly Annually Do you have inventory? Included in income/expenses? Please Select No Yes How many vendor invoices do you process per month? Please Select I don't Under 10 10-30 31-50 51-100 Above 100 We calculate fees based on your selection invoices Please Select I don't Under 10 10-30 31-50 51-100 Above 100 We calculate fees based on your selection How do you pay your contractors/vendors? Please Select ACH Debit/Credit Zelle Other How often do you report sales tax? Please Select I don't report Every week Bi-weekly Quarterly Annually We calculate fees based on your selection Salestax Please Select I don't report Every week Bi-weekly Quarterly Annually We calculate fees based on your selection Payroll Information How do you currently handle payroll? Please Select I don't have any I do it myself/employee Third party Your current payroll software Please Select I don't have any QuickBooks Gusto ADP Paychex Other How many employees do you have? (Including you) Please Select 1-3 4-8 9-15 16-25 26-35 We calculate fees based on your selection Payroll Please Select 1-3 4-8 9-15 16-25 26-35 We calculate fees based on your selection Do you give employee benefits? Please Select Yes No (401k, Health Insurance, Vacation, etc.) How do you track payroll hours? Please Select I don't Excel sheet Software/third party Are you current with your payroll taxes? Please Select Yes, I am I am behind, but don't know how long 1-2 quarters 3-4 quarters Over a year We calculate fees based on your selection Payrolltax Please Select Yes, I am I am behind, but don't know how long 1-2 quarters 3-4 quarters Over a year We calculate fees based on your selection Do you file W2s for employees? If yes, how many? Please Select None 1-3 4-8 9-15 16-25 26-35 We calculate fees based on your selection W2 Please Select None 1-3 4-8 9-15 16-25 26-35 We calculate fees based on your selection How many contractors do you have, will you file 1099s? Please Select None 1-3 4-8 9-15 16-25 26-35 We calculate fees based on your selection 1099s Please Select None 1-3 4-8 9-15 16-25 26-35 Business Taxation Information When was the last time you filed your business taxes (State/IRS)? Please Select 2021 2020 2019 2018 2017 2016 2015 We calculate fees based on your selection businesstax Please Select 2021 2020 2019 2018 2017 2016 2015 We calculate fees based on your selection Is your business in debt to the government? Please Select I don't owe Under $10k $10k-$19,999 $20k-$49,999 $50k-$99,999 $100k-$250k Above $250k We calculate fees based on your selection govdebt Please Select I don't owe Under $10k $10k-$19,999 $20k-$49,999 $50k-$99,999 $100k-$250k Above $250k We calculate fees based on your selection Did you receive any notice from the gov that needs to be addressed? Please Select No Yes, I need help with that Individual Taxation Information When was the last time you filed your personal taxes (State/IRS)? Please Select 2021 2020 2019 2018 2017 2016 2015 We calculate fees based on your selection personaltax Please Select 2021 2020 2019 2018 2017 2016 2015 We calculate fees based on your selection Are you in debt to the government? Please Select I don't owe Under $10k $10k-$19,999 $20k-$49,999 $50k-$99,999 $100k-$250k Above $250k We calculate fees based on your selection govdebtpers Please Select I don't owe Under $10k $10k-$19,999 $20k-$49,999 $50k-$99,999 $100k-$250k Above $250k We calculate fees based on your selection Did you receive any notice from the gov that needs to be addressed? Please Select No Yes, I need help with that Individual Taxation Information Do you think you need us to help you with bookkeeping/payroll/taxation? Or you can handle it yourself? If applicable, what do you dislike about your current/previous accounting firm and now want us to do better? Any additional information we should know Back Next Summary: Monthly Services Your Response Fees per month Categorizing number of transactions {transactions} {howMany81} Categorizing checks {checks} {whatIs} Processing vendor invoices {invoices} {howMany90} Sales tax report {salestax} {howOften89} Payroll Service {payroll} {howMany80} One-time services Your Response One Time Payment Any clean up books {cleanup} {doYou147} Any Payroll taxes behind {payrolltax} {areYou} Generating 1099s {1099s} {howMany93} Generating W2s {w2} {doYou99} Business tax filing after {businesstax} {whenWas} Individual tax filing after {personaltax} {whenWas106} Tax resolution plan for business {govdebt} {isYour} Tax resolution plan for personal {govdebtpers} {areYou108} Total monthly services fees: Total One-time services fees: Total payment by end of the year (Sept-Dec 2022) Please verify that you are human * Submit Should be Empty: Now create your own Jotform - It's free! Create your own Jotform
