Your Emotional Support for Your Books

New Client Intake

Tell us about your business so we can build the right bookkeeping plan for you. Takes about 10 minutes.

About You & Your Business

Company name (DBA) *

Legal name (if different)

Your name (decision maker) *

Email *

Phone *

Preferred contact method

Best time to reach you

Who can we thank for referring you?

Are you a Chamber of Commerce member, or referred through BBSI?Either may qualify you for a discount.

Industry / type of business

Tax entity *

Years in business

Accounting method

Your Current Books

Current bookkeeping platform

QuickBooks Online statusWhere your QBO file stands today.

How current are your books?

When was your last bank reconciliation?

Fiscal year end

Approximate annual gross revenue

Who currently handles your bookkeeping?

What's prompting the change?This helps us understand where you need the most support.

Current tax professional status

Previous year's tax documents available?

Volume & Accounts

An estimate is fine — we'll confirm against statements during setup.

Business bank account status

Which accounts need to be managed? (check all)

Deposits per month (credits) *

Expense transactions per month (debits) *

Fixed assets (equipment, vehicles) needing depreciation tracking?

Services You Need

Which of these do you need? (check all)

What do you use to invoice clients?

Growth & Goals

Current employees

Planned hires (next 12 months)

Expected business changes (next 12 months)

Long-term goals

Any loan-related purchases planned in the next 36 months?

Accounting Professionals · info@norcalaccountingprofessionals.com