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Our Practice
Services
New Clients
Testimonials
Scheduling
Blog
Contact
New Client Intake Form
Name
*
First Name
Last Name
Email Address
*
Phone
*
(###)
###
####
Do you prefer to be contacted by phone or email?
Phone
Email
Company Details
Company Name
Company Address
What is your website?
When did your company start?
How many employees do you have?
Which type of entity is your company (LLC, S-Corp, C-Corp, Sole-Proprietor)?
Do you file federal taxes on a cash basis or accrual?
Who is your CPA and what firm are they with?
Accounting Needs
What accounting software do you use? (If QuickBooks indicate Desktop or Online)
What payroll software or company do you use?
Do you enter bills and payments or checks only?
Do you pay 1099 vendors?
How many invoices do you generate each month?
Do you accept credit cards?
Do you collect sales tax?
Do you track inventory in Quickbooks or other software?
Have you worked with a bookkeeping service before?
Yes
No
Thank you!
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