Bookkeeping Intake FormNameTitle/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 & BarbudaArgentinaArmeniaArubaAscension IslandAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBritish Virgin IslandsBruneiBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCaribbean NetherlandsCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzechiaCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench South TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island And Mcdonald IslandHondurasHong Kong SAR ChinaHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKosovoKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacao SAR ChinaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestinian TerritoriesPanamaPapua New GuineaParaguayPeruPhilippinesPitcairn IslandsPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaRéunionSaint HelenaSaint Kitts and NevisSaint LuciaSaint Vincent and the GrenadinesSamoaSan MarinoSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and South SandwichSouth KoreaSouth SudanSpainSri LankaSt. BarthélemySt. MartinSt. Pierre & MiquelonSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyriaSão Tomé & PríncipeTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad & TobagoTunisiaTurkeyTurkmenistanTurks & Caicos IslandsTuvaluU.S. Virgin IslandsUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited States of America (USA)UruguayUzbekistanVanuatuVatican CityVenezuelaVietnamWallis 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 / goalsSubmitPlease do not fill in this field.
