Intake Form
These question relate to your business to customize services
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Email *
Company Name *
Email address *
Phone number *
Do you currently have bookkeeping software? *
Are you looking for after the fact bookkeeping or a hand on role (full charge bookkeeper) *
Do you need catch up / Clean up Services? How many months *
What are the following bookkeeping service needed? *
Required
If you need payroll how many employees do you have? *
How many in total of banking, credit cards and loan accounts do you have that need to be reconciled each month? *
Approx.. how many total transactions appear across all your banking, credit card, PayPal and merchant statements? *
If you need accounts payable and bills entered, approx. how many per month? *
Do you know how many hours it takes to do the bookkeeping each month? *
Are you hooked up to online banking with your banks and credit cards? *
Which reporting services are you wanting to have delivered to you timely upon completion of the books.  Check all that apply. *
Required
Do you have a cash basis or accrual basis accounting system? *
What accounting software are you currently using? *
Do you need options on how to provide accounting documents? *
What is the current condition of your books? *
What is your monthly budget for the services you require? *
Do you have any software systems that you currently use that we would need access to complete books? If yes what software? *
Let me know what your expectations and any special requirements that you may have. *
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