Holliday Bookkeeping | Duvall, Redmond, Seattle
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Intake Form
General Demographic
Client Name
*
First
Last
Client Phone Number
*
Client Email Address
*
Business Name
*
Business Entity (LLC, S-Corp, C-Corp, Sole Prop.)
*
Business Website
Type of Business (retail, service, restaurant, start-up)
*
Do you have employees ?
*
Yes
No
How many employees?
*
Date Business Opened
*
MM slash DD slash YYYY
Accounting Data
What accounting software do you use?
*
What payroll software do you use?
*
How many check/debit transactions to you have each month?
*
Do you track A/P and pay vendors over time?
*
Yes
No
Do you pay 1099 vendors?
*
Yes
No
How many invoices are generated each month?
*
Do you have ongoing A/R follow up and collections?
*
Yes
No
Do you accept credit cards?
*
Yes
No
Who do you use for Merchant Services?
*
Do you charge sales tax?
*
Yes
No
How often do you remit a WA Dept. of Revenue Combined Excise Return?
*
Do you track inventory?
*
Yes
No
What software do you use?
*
Who do you bank with?
*
How many bank/credit card accounts do you have?
*
Do you have a business credit card?
*
Yes
No
Do you have a business credit card?
*
Yes
No
Do you have a business credit card?
*
Yes
No
What kind of credit card (AmEx, Chase)?
*
Accounting Services Needed
Select all of your accounting needs.
*
Set up Accounting System
Training
Troubleshooting or Fixing Problems
Monthly Bookkeeping
Quarterly Bookkeeping (choose one of the two)
Payroll Services
WA State Sales/Excise Return Preparation
Quarterly Payroll Returns
Annual Form 1099/1096
Accounts Receivable and Collections
Accounts Payable and Pay Bills
Financial Management Reports
Clean Up and Correct Transactions
Electronic Document Storage and/or Sharing
Cash Flow Projection/Burn Rate
Other Minor Bookkeeping Tasks Upon Request
What are you looking for in a bookkeeping service?
*
Additional Notes
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