Financial Inquiry Form

Business Entity & Tax Information

First name

Last name

Company name

Position

Email

Phone

Preferred medthod of contact

Date of formation/ Incorporation

Month

Day

Year

Employer Identification Number (EIN)

Tax Year

Current CPA / Tax Accountant

Have business tax returns been filed for the previous year?

Current Accounting Setup

Current Accounting Software

Do you currently process payroll?

Payroll Software

Do you pay independent contractors (1099s)?

Number of Business Bank Accounts

Number of Business Credit Cards

Average Monthly Transaction Volume

Do you currently reconcile your accounts monthly?

Scope of Work & Pain Points

Business Needs Assessment

Why are you seeking bookkeeping services at this time?

What are your biggest frustrations with your current bookkeeping process?

Are your books currently up to date?

How many months behind?

What are your primary financial goals for the next 12 months?

Banking & Document Access

Will access to accounting software be provided?

Will bank and credit card statements be available?

Preferred method for sharing documents

Additional Information

Please provide any additional information that would help us better understand your business and accounting needs.

Signature

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Date

Month

Day

Year