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BOOKKEEPING CLIENT INTAKE FORM

This intake form helps us understand your business financial needs. By providing detailed information about your business operations, financial setup, and bookkeeping requirements, I can tailor my services to best support your goals. Please fill out the form as accurately as possible.

Business Name

*

Full Name

*

Email

*

WhatsApp Number

*

Industry

*

Business Structure

*

Sole Proprietorship

Partnership

LLC

Corporation

Other

Fiscal Year End

*

Current Accounting Software (if any)

*

Do you have a business bank account/Credit Card?

*

Number of Transactions Per Month (approximate)

*

Are your books up to date?

*

Yes

No

Any outstanding tax obligations?

*

Any payroll needs?

*

Yes

No

Do you collect and remit sales tax?

*

Yes

No

Do you have an inventory system? If yes, which one?

*

What are your primary financial goals for your business?

*

What are your biggest financial challenges?

*

Do you have a budget in place?

*

Are you seeking tax planning assistance?

*

Yes

No

Reason for Seeking Bookkeeping Services

*

Have You Used a Bookkeeper Before? If yes, please describe

*

Preferred Service Frequency

*

Weekly

Monthly

Quarterly

Additional Services Needed:

*

Any Other Concern

*