Bookkeeping Client Information Form
Company Name
Company Address
Owners Full Name
Email
Phone
Date
Type of Business, Select One
Sole Prop
Partnership
C Corp
S Corp
LLC
LLP
NP
EIN:
Bookkeeping Information
Nature of Business
Do you currently have a bank account?
Yes
No
If Yes, please select which type of account do you have.
Business
Personal
Both
Bank Name
# of Checking Accounts:
# of Credit Card Accounts:
Do you use ApplePay, CashApp, Paypal or Venmo to run your business?
Yes
No
Do you use credit cards?
Yes
No
Any Employees?
Yes
No
If So, How Many?
Does The Company Process Payroll?
Yes
No
Which Payroll Service Is In Use?
Does The Company Pay 1099 Vendors (contractors)?
Yes
No
Approximate Number
Submit
Bookkeeping Client Information
