Client Intake

Name of Business:

What Services are you looking for?

Are you an:

• LLC
• S-Corp
• C-Corp
• Sole Proprietor
• General Partnership
• Limited Partnership

Do you currently have:

• QuickBooks Desktop
• QuickBooks Online

Are your books up to date currently? If not how far behind would you estimate they are?

Do you have a Budget for Bookkeeping Services?

What are your expectations for working with R & D Legal Bookkeeping?

What problems are you facing with your current bookkeeping/bookkeeper?

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