Intro Client Form
Full name*
Email address*
Phone number*
What is the name of your business or non-profit? List for all entities*
We only work with clients in QuickBooks Online. Are you using QuickBooks Online?
Yes, I'm already using QuickBooks Online
No, I want to switch to QuickBooks Online
We only work in QuickBooks Online.
Are your books on the
cash-basis
?*
Yes
No
Not sure
We only work on the cash-basis.
How many total bank and credit card accounts do you have?*
Select one...
1 - 5
6 - 10
11 - 15
16 - 20
21+
What payment processors are you using? Do you have any connected apps QuickBooks?*
Are all of your transactions auto-syncing into QuickBooks?*
Yes
No
Not sure
We only work with clients where all transactions are syncing.
Are your books current and reconciled?*
Select one...
They are current and reconciled
They are current but not reconciled
They are not current and not reconciled
How many mortgages or loans are related to your business?*
Select one...
0
1
2
3
4
5+
Do you run payroll? If so, paper checks or direct deposits? How many employees and what payroll provider?*
Is there anything additional you would like us to know about your books?
Who was your previous bookkeeper?*
How did you find us?*
Select one...
Reddit
Google Search
Upwork
Referral
A Directory
Other
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