New Accounting Clients

New Accounting Clients Form

For yes/no questions, place a check on items that apply

Company Name *

Contact Number *

E-mail Address *

Filing Status *

I sell a

I pay bills with

I accept payments of

Number of Checking Accounts

Number of Credit Cards

My terms

Number of employees I need payroll for

Tax ID/EIN

State ID

My invoices are

My credit card statements are available online

I need to issue statements

I want to use purchase orders

I have a

I keep inventory

I currently keep my books in

I want you to prepare my

I am taxed as a

Number of owners/shareholders

Number of states I/we do business in

I want to use budgeting

I use/want to use online banking

LIV Bookkeeping