cLIeNt AppLIcAtIoN

Please fill out the form below to be considered as a Bookkeeping Client.

Once you’ve submitted the form, you will be redirected to my scheduling link where you will a book a call with me.

Name

First Name

Last Name

What is your company name and what can you tell me about your business?

I only work with QuickBooks Online for all bookkeeping services. Do you already have an account or are you willing to open one?

Yes

What is your business entity?

(Sole proprietor, LLC, S-Corp, or C-Corp)

Are your business and personal finances separate? If not, are you willing to make these changes?

How many business accounts do you have in total?

(Checkings, Savings, and Credit Cards)

What is your average current monthly (or annual) income?

Approximately many transactions do you have each month?

(Include Sales and Expenses)

Do you have a payroll?

Yes

Do you have inventory?

Yes

Are your tax returns current?

If not, when was the last year your taxes were filed?

What are your current goals with your business?

How do you define the success of your business?

What is the biggest challenge in your business right now?

What is your biggest intention in working with a bookkeeper?

Anything else you would like me to know about you or your business?