LEGACY PREMIER

Client Intake Application

Starting at $1,249 / month

Initial Startup Investment: Starting at $1,648

Includes $399 initial setup and the first month of bookkeeping with QuickBooks Online. Historical cleanup and additional services are quoted separately.

What Legacy Premier Includes

Up to 400 monthly transactions, up to 6 bank or credit card accounts, everything in Business Growth, class or project reporting where supported, customized management reports, monthly bookkeeping review meetings, QuickBooks Online, and priority support.

Business Name *

Contact Name *

Phone number *

Email *

Business Industry *

Business Structure *

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

How long the business has operated *

Does your business have employees or independent contractors? *

Employees only
Independent contractors only
Both
Neither

Does your business need financial reporting by project, customer, location, or department? *

Yes — by project
Yes — by customer
Yes — by location or department
No
Not sure

Does your business manage customer invoices and outstanding vendor bills? *

Customer invoices only
Vendor bills only
Both
Neither
Not sure

Approximately how many transactions does your business have each month? *

Which financial reports would be most valuable to your business? *

Profit & Loss (Income Statement)
Balance Sheet
Cash Flow Statement
Accounts Receivable Aging
Accounts Payable Aging
Budget vs. Actual Reporting
Project or Customer Profitability
Department or Location Reporting
Customized Management Reports
Not Sure — I Need Guidance

How frequently would you like to review your financial performance? *

Monthly
Quarterly
Only when needed
Not sure

Do you currently have a CPA or tax professional? *

Yes
No
Looking for one

I understand Legacy Premier starts at $1,249/month, with a $1,648 initial investment. Final pricing may vary. Cleanup is extra. Services begin after approval, signed agreement, and payment. *

I Understand

Leave this field empty