Client Intake Form
Please provide the details of your business and accounting needs below. This information helps us verify if we are a good fit for your requirements and allows us to provide a more accurate recommendation for your consultation.
What Happens Next
01
We Review
Once your form is submitted, we carefully review your business details, accounting needs, and transaction activity to determine the most appropriate level of support. This review is typically completed within one business day.
02
Receive Personalized Recommendation
After reviewing your submission, you will receive a personalized email with our recommended bookkeeping package, starting monthly investment, and any relevant notes about your setup or cleanup needs.
03
Schedule Consultation
Once you receive your recommendation, you will be able to schedule your consultation at a time that works best for you. During this call, we will review your business in detail and outline the next steps for working together.
04
Onboarding
Once you’re officially a client, we guide you through a simple onboarding process so your books, documents, and communication are all set up and organized.
Your privacy and data security are our top priority. We use industry-standard encryption to protect your sensitive business financial information.