Bookkeeping New Client Intake Form

Thank you for helping us understand your business better by filling out this form. Please leave blank any information that you don’t know or that is not applicable. Also, please note that at the moment we only work with QuickBooks online platform. If you currently don’t use a bookkeeping software, we are happy to assist you with QuickBooks implementation.

1. Business Essentials

Legal Business Name

Doing Business As (DBA)

Entity Type

Tax ID (EIN)

Primary Industry

2. Contact Information

Primary Contact Name

Email Address

Phone Number

Business Address

Best time to reach you

3. Financial Infrastructure

Current Fiscal Year End

Method of Accounting

Approx. Monthly Revenue

# of Monthly Transactions

4. Accounts & Access

Please list the number of accounts we will be reconciling:

Checking/Savings Accounts

Credit Cards

Loans/Lines of Credit

Payment Processors

Note: We will require "View-Only" or "Accountant" access to these platforms to ensure accurate reconciliations without handling your funds directly.

5. Payroll & Compliance

Do you have employees?

Yes No

Do you use contractors (1099s)?

Yes No

Payroll Provider

Sales Tax

6. Service Expectations

What is your biggest "pain point" right now?

Catch-up Work: Do you need help cleaning up previous months or years?

Yes No

Bookkeeping New Client Intake Form

Numbers you can build on.

Quick Links

Services

Company