Page 1 of 2
Business Entity Intake Form
Thank you for your interest in
AI'ssist Book Pros
's services. Whether you are a solopreneur or a serial entrepreneur -- to best support your business, please let us know about you and your business in below.
About You
First Name
*
Prefix
Last Name
*
Preferred Name
Email Address
*
Phone Number
*
About Your Business
Business Name #1
*
Business Category
*
Website
Social Media (Main)
Entity Type
*
Date Established
*
Current Accounting System
*
Do you have a separate bank account for this business?
Do you have another business?
more1
A
No
B
Yes
Your Business Needs
How would you like for AI'ssist Book Pros to assist achieve your goals?
*
goals
A
Accounting/Bookkeeping Platform Setup
B
Monthly Bookkeeping Maintenance/Reconciliation
C
Tax preparation - Business
D
Tax preparation - Individual
E
Data Cleaning/Integration for Deep Analysis
F
Data Coaching (Spreadsheet/Database)
G
AI Tools Optimization
H
Other
If you have any questions or concerns, please specify below.
Submit
