First Name
Last Name
Email
Phone Number
Legal Business Name
Website
Instagram
How did you hear about ALOE Bookkeeping? (Instagram, Facebook, Google, referral, etc.? If a referral, please provide their name so we can thank them!)
How is your business set up? Sole Proprietorship
Single-Member LLC
Other
Is your business taxed as an S-Corp? No
Yes
I'm not sure
How long have you been in business? Just starting / Less than 1 year
1 - 2 years
3 - 4 years
5+ years
Please describe the nature of your business. What services do you provide? What products do you sell?
Which service(s) are you interested in? Set-Up and/or Training in accounting software
Clean-Up or Catch-Up (getting your books up-to-date & organized in accounting software)
Monthly Bookkeeping
A mix or all of the above
I'm not sure.
How do you currently keep track of your books? I'm not currently tracking my books
Spreadsheet
QuickBooks Online
Xero
Something else
If Something Else, please explain.
Approximately how many transactions do you have each month (incoming & outgoing)? Less than 25
26-100
101-250
250+
Who do you bank with, and how many business checking accounts, savings accounts, and credit cards do you have?
How do you accept payments? (Stripe, Square, PayPal, Cash, Check, Through Accounting Software, Etc.)
Do you have product inventory? No
Yes
Not right now, but I intend to sell products
Are you required to (or should you) be reporting sales tax? No
Yes
Not right now, but I intend to sell products
Do you process payroll, and if so, what payroll processor do you use?
Are your tax returns current? No
Yes
Are you willing to make changes to make our process more efficient? (such as: switching banks, discontinuing the use of Venmo, separating business from personal, automating manual processes, etc.)
Check this box to acknowledge that we do NOT provide any auditing services, income tax services, or payroll tax filing services.
Check this box to acknowledge that our monthly bookkeeping fee starts at $400.00, and if your current books need to be cleaned up or caught up, there will be an additional one-time fee.
If we decide that working together is a good fit, when will you be ready to start? ASAP
Within the next month
Not sure, I'm shopping around
Do you have any questions, or would you like to add anything else? Once this form is submitted, you'll receive the next steps.
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