Bookkeeping Intake Form NameTitle/RoleEmail AddressPhonePreferred Contact Method (Order of Preference)EmailPhoneSMSLegal Business NameDBAWebsiteIndustry TypeHealthcareTechnologyRetail / E-CommerceFinance / AccountingReal EstateLegal ServicesManufacturingTransportation & LogisticsMarketing / AdvertisingEducationHospitality / Food ServicesOther (Please Specify)Industry Type (Other)Entity TypeSole ProprietorshipPartnership (General/Limited)Limited Liability Company (LLC)C-CorpS-CorpNonprofit Organization (501c)Trust/EstateOther (Please Specify)Entity Type (Other)State of RegistrationEINStreet AddressApartment, suite, etcCityState/ProvinceZIP / Postal CodeCountryAfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBruneiBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChina, People's Republic ofChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEast TimorEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrance, MetropolitanFrench GuianaFrench PolynesiaFrench South TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island And Mcdonald IslandHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsraelItalyJamaicaJapanJerseyJohnston IslandJordanKazakhstanKenyaKiribatiKorea, Democratic People's Republic ofKorea, Republic ofKosovoKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNetherlands AntillesNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairn IslandsPolandPortugalPuerto RicoQatarReunion IslandRomaniaRussiaRwandaSaint HelenaSaint Kitts and NevisSaint LuciaSaint Pierre & MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and South SandwichSpainSri LankaStateless PersonsSudanSudan, SouthSurinameSvalbard and Jan MayenSwazilandSwedenSwitzerlandSyriaTaiwan, Republic of ChinaTajikistanTanzaniaThailandTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks And Caicos IslandsTuvaluUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited States of America (USA)UruguayUzbekistanVanuatuVatican CityVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis And Futuna IslandsWestern SaharaYemenZambiaZimbabweOwner/Signer Full NameTitleEmail for AgreementAccount Platform *QuickBooks OnlineQuickBooks DesktopXeroWaveOtherAccount Platform (Other)Document StorageGoogle DriveDropboxOneDriveEmailOtherBank accounts* (qty)Bank Feeds / ImportsDirect bank feedsCSV uploadsReceipt app (name):Credit Cards (qty) *Monthly transactions* *Choose the closest answer0–100101–500501–20002000+Annual revenue* *Choose the closest answer< $100k$100k–$500k$500k–$2M$2M–$10M> $10MEmployees/contractors* *Inventory tracked?YESNOSales tax collected?YES (if yes please specify with States in the next field)NOStates of Collected Sales TaxPayroll?YES (if yes please specify Provider in the next question)NOPayroll ProviderStart Date Target*Core Bookkeeping (Choose All That Apply)Transaction categorization & reconciliationMonth end close & financial statementsAccounts ReceivableAccounts PayableExpense managementAdd-OnsHistorical cleanup / catch upPayroll processing & filingsSales/use tax filingInventory trackingFixed asset register & depreciationBudgeting / forecasting / cashflowKPI dashboard / reportsSystem setup/migrationOther needsPain points / goalsSubmit
