Client intake form

Master Client Intake Form

First Name

Last Name

Company

Address

Address 2

Home Phone

Office Phone

Cell Phone

Birthday

Service Start Date

City

State

Zip Code

Describe the problem your service or product solves for your customer

What industry does your business represent?

How did you hear about us?

Send request to create PaperlessOvernight account

Entity Type

Federal EIN

- CLIENT'S PREVIOUS BOOKKEEPING EXPERIENCE -

Who has been doing your bookkeeping up to now?

Why are you no longer working with your last bookkeeper?

Describe your current bookkeeping issue

In a perfect world, what do you want your bookkeeping to do for you?

Are you working with a CPA?

- QUICKBOOKS -

QuickBooks File Status

What version of QuickBooks will we be using?

Existing QuickBooks License?

Swizznet Access?

QuickBooks Hosting Site, Additional Fee Required

QuickBooks License Number

QuickBooks Product Number

QuickBooks Login Details

- SCOPE & STANDARDS OF SERVICE -

How many bank accounts will we maintain?

How many credit card accounts will we maintain?

Do you use PayPal for business?

Does client have a merchant account?

Merchant provider name

Most recent tax year filed

Prior year tax return received?

Backwork?

Month to start this new account?

Details on Backwork

Please include the months of Backwork we will be completing.

- PAYROLL -

Do you have payroll?

Do you use a payroll service?

Do we have online access to payroll service portal?

Payroll provider and/or information

Who will be processing 1099's

- PROCESS FOR SOURCE DOCUMENTS -

List of financial reports client wants to see:

Hold Contrtol Button (Ctrl) if you would like to select more than one report.

Special instructions: