Client interest form — Sea Bookkeeping Co.

Get in touch!

If you are interested in working together, fill out the Client Questionnaire Form below. We will contact you once your responses have been reviewed and provide you with a quote.

Client Application Form

Name

First Name

Last Name

Company Name

Type of entity

Private corporation

Sole-Proprietor

What is your company's fiscal year end?

Where is your business located?

Describe your business

How long has your business been operating?

Annual revenues in the last 12 months

What are your revenue streams?

Annual expenses in the last 12 months

Describe what kind of expenses your business has

Number of employees, if any

# of Bank accounts

# of Business credit cards

# of Bank and credit card transactions per Month

Is your business registered for sales tax?

Yes

What bookkeeping software do you currently use?

Who handles your bookkeeping currently?

Do you own more than 1 company? If so, please list.

What are you current challenges with your books?

Is your bookkeeping currently up to date?

Ideally what specific outcomes are you looking to achieve in your business? What is preventing you from reaching your ideal situation?

What are your goals in the next 12 months?

Is there anything else that you'd like us to know?