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Client Intake Form

Full Name

E-mail

Phone number

Preferred contact method: *

E-mail

Phone

Text

Company Information

Business Name

N° of Owners & Ownership %

Street Address

City

State/Province

Zip Code

Briefly explain what your company does:

Company Start Date * required

N° of Employees

Owner's Date of Birth

Company Type

Last Year of Taxes Filed

Current Average Monthly Income

Your Information and Accounting Needs

Accounting Program Used

Payroll Software Used

Nº of Monthly Transactions *

1-55

Over 55

Estimated Nº of Monthly Invoices

If you collect sales tax, is your reporting up-to-date?

Yes

No

Nº of Business Bank Accounts

N° of Credit Cards

Do you have any loans or leases? *

Yes

No

Please upload your last 3 bank, credit, and/or loan statements:

Upload file

Select Account Statements

Do you have prior experience working with a bookkeeper? *

Yes

No

What is your main accounting problem? *

Accounting is a Nightmare

Don't Have the Time

Little-to-No Profit

Don't Understand Finances

Too Much Debt

Unsure Where Business

Stands

You're Not Paying Yourself

What is your monthly budget for bookkeeping?

Please select service(s) you'd like Smart Accounting to provide: *

Billing

Financial Statements

Business Training

Monthly Account Reconciliation

Payroll Processing

Bill Payment

Accounting Book Review

QuickBooks Setup

Multiple Services

Additional information we should know:

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By submitting this form, you acknowledge that Smart Accounting collects the personal information you provide for the purpose of offering bookkeeping, payroll, accounting, and business support services. For more information, including your privacy rights, please see our Privacy Notice.

This website uses cookies and analytics tools to improve user experience and analyze website traffic. You may disable cookies in your browser settings. Information on this website is for general informational purposes only and is not legal, tax, or financial advice. Please consult a licensed professional for guidance specific to your situation. Please do not submit sensitive personal information through unsecured channels. Secure upload methods will be provided when required.

Santa Rosa, CA

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