Thank you for booking a discovery call!
Please complete this intake form before your call so we can learn about your business and bookkeeping needs.
What to have ready for your discovery call
Bring what you have available. You do not need to have everything organized before we talk.
- Recent business bank and credit card statements.
- Your latest profit and loss statement and balance sheet, if available.
- A list of the bank accounts, credit cards, loans and payment platforms your business uses.
- For historical cleanup, statements for the months or years that need attention.
- Any questions about missing transactions, unreconciled accounts or your current bookkeeping.
You can keep these documents handy during the call. Please do not enter passwords, full account numbers or Social Security numbers in this form. We can discuss secure document sharing if needed.