New Bookkeeping Client Intake Form

Tell me more so we can see if we are a good fit.

Name

Phone Number

Where in the world are you?

How did you hear about working with us?

If you have Instagram or LinkedIn what is your user name?

Tell me about your business. What do you do? How long have you been in business? Etc.

Which of the following is the biggest motivator to outsource your bookkeeping?

What stresses you out the most about the current state of your books?

How would you feel if your books were handled and under control?

Where are you in your profit journey?

Do you need help with anything else?

How are you currently keeping track of your books?

If we decide that working together is a good fit, when will you be ready to start?

Our monthly fee starts at $400, is this within your budget?

Check this box to acknowledge that Ledger Logic LLC does not provide income tax advisory or preparation services.