Client Intake Form

Type of business entitiy

Sole Proprietor (one owner)

Partnership (two or more owners)

LLC

S-Corp

Corporation

Non-Profit

How are you currently keeping track of your business finances?

Pen/Paper

QuickBooks Online

QuickBooks Online Desktop Software

Other

Do you charge sales tax?

Yes

No

If you do not currently accept credit cards, would you like to?

Yes

No

Do you need to create purchase orders to send to vendors or suppliers?

Yes

No

Do you need to keep track of inventory?

Yes

No

Would you like to use QuickBooks to manage your payroll?

Yes

No

Will all of the users need to be trained on how to use QuickBooks?

Yes

No

Do you need to prepare and print 1099s?

Yes

No

Do you have more than one business location?

Yes

No