Bookkeeping Intake Form

Please complete this form to begin the Bookkeeping process with us.

* Indicates required field

Name *

First

Last

Address *

Line 1

Line 2

City

State

Zip Code

Country

Phone Number *

Email *

Do you want to be contacted by Phone Or Email? *

Phone Email

Your company name? *

What is your website? *

What is your job title? *

Briefly describe what your company does. *

When did your company start? *

How many employees do you have? *

Which type of entity is your company? *

What payroll software do you use? *

What accounting software do you have? *

How many check/debit transactions do you have each month? *

Do you enterbills and payments or checks only? *

Do you pay 1099 vendors? *

How many invoices do you generate each month? *

Do you accept credit cards? *

Do you collect sales tax? *

Do you track inventory in Quickbooks or other software? *

How many credit cards do you have? *

What three areas do you want to improve in your accounting? *

Are you happy with your current accounting solution? *

Submit

VLA FINANCIAL SERVICES - "Where Integrity Meets Your Needs"