New Client Intake Form
Do you prefer to be contacted by phone or email?
What is your website?
When did your company start?
How many employees do you have?
Which type of entity is your company (LLC, S-Corp, C-Corp, Sole-Proprietor)?
Do you file federal taxes on a cash basis or accrual?
Who is your CPA and what firm are they with?
What accounting software do you use? (If QuickBooks indicate Desktop or Online)
What payroll software or company do you use?
Do you enter bills and payments or checks only?
Do you pay 1099 vendors?
How many invoices do you generate each month?
Do you accept credit cards?
Do you collect sales tax?
Do you track inventory in Quickbooks or other software?
Have you worked with a bookkeeping service before?