Bookkeeping Client Intake Form

Thank you for your interest in being a client of Goshen Tax & Consulting.
The information collected about new clients is confidential and will be treated accordingly.

Name
Preferred method of communication

Entity Information

Please list the legal name of your entity–not individual, as above.

Officer/Owner Information

Banking Information

Please list any business accounts (checking, savings, etc).

To streamline our bookkeeping process, we request either full access to your bank account for retrieving statements, viewing transactions, and managing payments to vendors, or that you share your login information with us. This access will help us efficiently manage your account while maintaining data accuracy and timeliness.

Credit Card Information

Loan Information

Please list any loans. Provide any relevant documentation, such as loan agreements, interest statements, and investment account statements.

Payroll

Other Software

Please list any other software needed to assist in bookkeeping. (ex. Jobber, JobNimbus, QuickBooks)