TAX SMARTERMO - Bookkeeping Intake Form

First Name*

Last Name*

Email Address*

Phone Number*

Business Phone Number

Please choose which one do you want to be contacted by: *

Phone

Email

Does Not Matter

Business Name

DBA Name

DBA (doing business as) Name if different from business name

Business Address (Include City, State and Zip Code)*

Business Website

Industry/Niche:*

Please briefly explain what your company does

Starting date of your company*

Current Accounting Software in Use (if any):

Which services are you interested in? (Check all that apply)

Bookkeeping

Payroll Processing

Tax Preparation

Financial Reporting

Budgeting and Forecasting

How did you hear about us?

What are your main goals or pain points with regards to bookkeeping/accounting?

Your job title

Number of employees including you

File federal taxes

On a cash basis

Accural

Your CPA and the firm they are with

What bank is your main business account with?

Payroll software or company

Which ones do you enter?

Bills

Checks

Payments

Other

Do you pay 1099 vendors?

Yes

No

Number of check / debit transactions

Number of check / debit transactions you have each one

How many invoices per month

Approximately, How many invoices do you generate a month

Please select the ones that are appropriate for you

Accepting credit cards

Tracking inventory in Quickbooks or other software

Collecting sales tax

Number of bank accounts you have

Number of credit cards you have

Do you have any experience working with a bookkeeping service

Yes

No

Please select the services you want us to provide

Client Billing

Business Start-up Assistance

Payroll

Bill Pay

Financial Statements

Monthly Account Reconciliation

Business Consulting

City Tax Reporting

Year End Tax Package

Budgeting/Forecasting

Contract Management

State Tax Reporting

Transaction Entry

Cash Flow Reporting

Other

Please give details about the service(s) you want from us

Additional information we should know (optional)

Bookkeeping Intake Form

Bookkeeping Client Intake Form