BUSINESS GROWTH

Client Intake Application

Professional bookkeeping and financial reporting designed to support your growing business.

$749 / month

New Client Startup: $1,048

Includes $299 setup, first month of bookkeeping, and QuickBooks Online. Historical cleanup is quoted separately.

Before You Apply

Business Growth includes up to 200 monthly transactions, up to 4 bank or credit card accounts, monthly reconciliations, accounts receivable and payable reporting, monthly financial summaries, quarterly bookkeeping reviews, QuickBooks Online, and priority email support.

Please complete the application below so we can review your bookkeeping needs before inviting you to a consultation.

Business Name *

Contact Name *

Phone Number *

Email address *

What type of business do you operate? *

Business Structure *

Sole Proprietorship
Single-Member LLC
Multi-Member LLC
S Corporation (S-Corp)
C Corporation (C-Corp)
Partnership
Nonprofit Organization
Other
Not Sure

Monthly transaction volume *

0-75
76-150
151-200
over 200

Number bank/credit card accounts *

1-2
3-4
4 or More

Current Booking Software *

Historical Bookkeeping cleanup needed *

My books are current
1-3 months
4-6 months
7-12 months
12 months or more

Do you invoice your customers *

yes
no

Do you track unpaid vendor bills? *

yes
no

Do you have employees or contractors? *

yes
no

What financial reports do you need? *

Profit & Loss (Income Statement)
Balance Sheet
Cash Flow Statement
Accounts Receivable (Unpaid Customer Invoices)
Accounts Payable (Outstanding Vendor Bills)
Income & Expense Summary
Budget vs. Actual Reporting
Project or Customer Profitability
Not Sure — I Need Guidance

when would you like the service to begin? *

Immediately / As soon as possible
Within the next 2 weeks
Within 30 days
Within 60 days
Within 90 days
At the beginning of the next month
Just exploring options at this time

Additional bookkeeping needs *

I understand Legacy Premier starts at $749/month, with a $1,048 initial investment. Final pricing may vary. Cleanup is extra. Services begin after approval, signed agreement, and payment. * *

I Understand

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