NEW CLIENT

INTAKE FORM

Please fill out the form below and a representative from CheckMark Bookkeeping will contact you to schedule your intake appointment.

This information will help us prioritize our time together and set effective goals for your business.

Name

First Name

Last Name

Phone

(###)

###

####

ABOUT YOUR BUSINESS

Business Name

Business Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

1. How many employees do you have (if any)? Which payroll service do you use?

2. In order for me to better understand your business needs, please provide your most recent annual gross receipts:

3. What version of QuickBooks do you have (if any)? Do you need to access QuickBooks on a regular basis?

4. Do you anticipate growth, downsizing, or maintaining your size and sales in the upcoming calendar year?

5. Do you have a system in place for organizing receipts/financial documents? If yes, what is it?

6. How many business bank/credit card accounts do you use?

7. How do you accept payments/what systems do you use to collect payments? How do you pay vendors and bills?

WHAT CAN CHECKMARK DO FOR YOU?

8. Is there anything unique about how you'd like your P&L organized (pre-set accounts, classes, tracking jobs, etc.).

9. What are your biggest challenges in managing your business finances? / What would be the most valuable use of your bookkeeping budget?

10. What tasks are the most time-consuming or difficult for you?

Select all that apply.

Understanding financial statements

Identifying and utilizing meaningful financial data/reports

Managing long-term financial/growth goals

Legal and tax compliance

Day-to-day tracking and data entry (receipts, invoicing, etc.)

Other

11. Do you have an accountant? What services do they provide on a routine basis, throughout the year, and/or at year end?

12. How do you prefer l communicate with you (text, email, call)? Would you prefer a monthly phone call or questions as they come?