Small Business Bookkeeping Intake Form Name * First Name Last Name Email * Phone * (###) ### #### In which state is your business located? * Please tell me a bit about your business and what bookkeeping services you need: * Please provide your website URL (if applicable) How are you currently keeping your books? * QuickBooks Online QuickBooks Desktop Spreadsheets Xero Freshbooks No bookkeeping system Other What is your business entity? * Sole proprietor Partnership S Corp C Corp Nonprofit LLC Other What is your business industry? * How did you hear about us? Option 1 Option 2 Which accounting basis does your business use? * Cash basis Accrual basis Don't know How many locations does your business have that it needs bookkeeping for? * Thank you!
