Business Name:

Owner's Name:

Phone *

Email *

Business Address

City

State

Country

Country

Postal code

Preferred Contact Method:

Phone

Email

Text

Business Website (if applicable)

Business Details

1. Business Structure

LLC

S-Corp

C-Corp

Partnership

Nonprofit

2. EIN or SSN (if Sole Proprietor)

3. Industry Type of Business

4. Year Business Started

5. Do you have an existing bookkeeping system?

5a. If yes what software do you use

6.Which accounting method does your business use?

Accrual Basis

Cash Basis

Not Sure

7. Do you have multiple business locations?

8. What are your primary revenue streams? (e.g., product sales, services, subscriptions)

9. What is your busiest season, if applicable?

Bookkeeping Services Needed

Services Needed:

Monthly Transaction Categorization

Bank Reconciliations

Financial Statements (Profit & Loss, Balance Sheet, etc.)

Payroll Processing

Accounts Payable (Managing Bills & Payments)

Accounts Receivable (Invoicing & Collections)

Tax Preparation Support

Catch-Up/Cleanup Bookkeeping

Other

Bank and Payment Details

1. How many business bank accounts are currently active for your business?

2. Do you have credit card in your business?

3.Do you use personal accounts for business purposes?

4.Which of the following payment methods do you currently accept?

Cash

Check

Credit Card

Paypal

Stripe

Other

Tax and Compliance Details

1. Have you filed business taxes in the past year?

2. Who prepares your business taxes?

Additional Information

Client Signature

Clear

Date Signed