JavaScript isn't enabled in your browser, so this file can't be opened. Enable and reload.
New Client Intake Form *
*** PLEASE COMPLETE AND SUBMIT THIS FORM BEFORE YOUR SCHEDULED CONSULTATION ***
Thank you for your interest in Enumerista LLC. This form is used to collect information about potential new clients and is used for internal purposes only. The information you provide is confidential and will be treated accordingly.
We look forward to receiving the completed form and for the opportunity to work with you.
Many thanks in advance,
Enumerista LLC
Info@Enumerista.com
(931) 444-3472
~ Bookkeeping Solutions ~
Sign in to Google
to save your progress.
Learn more
* Indicates required question
Legal Business Name
*
If/as registered with your State
Your answer
DBA Name
*
If applicable
Your answer
Industry (Type of business)
*
Your answer
Legal Business Address
*
Please provide complete legal business address
Your answer
Please provide your website URL below:
Your answer
Point of Contact information for Bookkeeping services
*
Please provide full name, email address and phone number
Your answer
Owner / Point of Contact for Contract
*
Please provide full name, title, company , email address and phone number
Your answer
Business Entity Type (must choose 1)
*
Must choose 1 answer
Sole Proprietor
LLC (Single Member)
LLC (Multiple Members)
Partnership
Corporation
Don't Know / Not sure
Tax Structure
*
Must choose 1 answer
Schedule C
S-Corp
C-Corp
Partnership
Don't Know / Not sure
First year of business
*
Your answer
Last tax return filed (tax year)
*
Your answer
Do you currently use QuickBooks Online or willing to subscribe to this platform?
*
Yes
No (If you choose this option, we may not be able to offer you bookkeeping services)
Have any 3rd party software apps and payment gateways (check all that apply)
Square
PayPal
Stripe
EHR
Point of Sale
Other:
Do you have any employees on payroll?
*
Must choose 1 answer
Yes
No
Are you interested in QuickBooks Online Bookkeeping Set-Up + Training services?
*
Must choose 1 answer
Yes
No
Maybe
Do you sell any merchandise / have inventory?
*
Must choose 1 answer
Yes
No
Are you interested in (Monthly/Quarterly Outsourced) Bookkeeping Services?
*
Must choose 1 answer
Yes
No
Maybe
Are you in need of any (clean-up / catch-up) Bookkeeping Services to bring your books up-to-date?
*
Must choose 1 answer. If yes, answer to the next question is required
Yes
No
Maybe
If (clean-up / catch-up) Bookkeeping Services is applicable:
Please explain how many months or years worth of clean-up / catch-up AND HOW SOON YOU EXPECT THIS TO BE COMPLETED
Your answer
If we are a good match, when do you need our services to start?
*
Your answer
Is there anything else you would like to share?
Your answer
How did you hear about Enumerista LLC?
*
Your answer
Submit
Clear form
Never submit passwords through Google Forms.
This form was created inside of enumerista.com.
Report Abuse
Forms
