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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
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:
Send
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