CLIENT LEAD FORM

PERSONAL INFORMATION

Your First Name*

Your Last Name*

Your address*

Your primary contact number*

Your email address*

How did you hear about us?*

BUSINESS DETAILS

In a few sentences, please describe your business*

What do you do? What industry does your business fall under? What products/services do you offer?

What type of entity does your business categorize itself as?*

E.g: LLC, Corporation, Sole Proprietorship, Partnership, etc

For how long has your business been in operation?*

Here, we're looking for a number of years.

Do you have any DBA names?*

Enter one per line. If you do not have any "Doing Business As" names, write "N/A" below

FINANCIAL AND TAX INFORMATION

FINANCIAL DETAILS & RECORDS

On average, what is your Gross Monthly Revenue?*

How many employees does your business have?*

How many contractors does your business work with?*

Do you outsource payroll?*

How many business bank accounts do you have?*

How many transactions are made on a monthly basis?*

When was the last time you filed taxes?*

What accounting method do you use?*

How do you normally prepare your invoices? Is this a service you’d like done for you?*

How do you normally pay your bills? Is this a service you’d like done for you?*

SALES TAX

Do you report sales tax?*

How often do you file sales tax?

Are your sales tax filings up to date?

Have you ever had a sales tax audit?

INVENTORY

Do you have inventory?*

How much inventory do you have?

SYSTEMS

If the following questions do not apply, please leave the answer blank.

What general ledger / accounting software do you currently use?

What payroll software do you currently use?

What bill pay software do you currently use?

What expense management software do you currently use?

What reporting software do you currently use?

Do you make use of any apps that integrate with your current bookkeeping software?

GENERAL

PREVIOUS BOOKKEEPER

What is your ideal monthly budget for bookkeeping services?*

Are you coming to us from another bookkeeping company?*

Previous bookkeeper company name

Previous bookkeeper address

Previous bookkeeper phone number

Previous bookkeeper email address

Do you give us permission to contact them?

Why are you changing bookkeeper?

ACCOUNTING FIRM

Do you currently work with an accounting firm?*

Firm name

Firm address

Firm phone number

Firm email address

Do you give us permission to contact them?

ADDITIONAL COMMENTS, QUESTIONS, OR INFORMATION

Are there any additional comments, questions, or information that you would like to provide? *

CLIENT LEAD FORM

PERSONAL INFORMATION

PERSONAL INFORMATION

COMPANY INFORMATION

COMPANY INFORMATION

BUSINESS DETAILS

FINANCIAL AND TAX INFORMATION

FINANCIAL DETAILS & RECORDS

SALES TAX

INVENTORY

SYSTEMS

SYSTEMS

GENERAL

PREVIOUS BOOKKEEPER

ACCOUNTING FIRM

ADDITIONAL COMMENTS, QUESTIONS, OR INFORMATION