Let’s Set Up Your Bookkeeping the Right Way

Legal Business Name

DBA (If Applicable)

Business Address

Phone Number *

Email Address *

Primary Contact Name

Preferred Communication Method

Email

Phone

SMS

Business Structure

Industry / Nature of Business

Business Start Date

EIN

Accounting Software Used

Access Provided to Software

Yes

No

Business Bank Accounts

Business Credit Cards

Payment Platforms Used

Bookkeeping Frequency

Desired Start Date

Avg. Monthly Bank Transactions

Avg. Monthly Credit Card Transactions

Avg. Monthly Invoices / Sales

Employees or Contractors Paid

Do You Run Payroll?

Yes

No

Payroll Software

Do You Collect Sales Tax?

Yes

No

Are Your Books Up to Date?

Last Month Reconciled

Known Issues or Concerns

Client Name

Signature

Clear

Date

Email

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Phone

Monday – Friday: 10:00 AM – 5:00 PM

+1 407-315-1551

TLLOYD CONSULTING delivers expert

bookkeeping, payroll, and tax solutions

to help businesses thrive.

+1 407-315-1551

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Let’s Set Up Your Bookkeeping the Right Way

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