New Client Intake | Obie Bookkeeping

1. About your business

Business name

Your name

Email

Phone

What does your business do? (industry, products, or services)

Approximate annual revenue

Separate companies or entities

Locations, offices, or shops

2. Your books today

What do you use now? (check all that apply)

Which package, if you know?

Who keeps them now?

I do Spouse / staff Another bookkeeper No one really

How current are they?

Up to date A few months behind 6+ months behind Never really started

If behind, roughly how many months?

3. Your monthly volumes

Rough monthly averages are fine. I'll confirm the exact counts from your statements before quoting.

Bank, card, and loan accounts you use

Transactions per month (all accounts)

Invoices you send per month

Customer payments received per month

Vendor / supplier bills you pay per month

Do you run payroll?

Employees on payroll

1099 contractors last year

Employees whose hours you track to customers or projects

4. What you want

Reporting cadence

Monthly Quarterly Not sure

Want profit tracked by customer, project, location, or service line?

Yes No Not sure

If yes, roughly how many are you tracking?

Do you collect / file sales or use tax?

No Yes - quarterly Yes - monthly

Does your volume swing with the seasons?

Yes, strongly Somewhat No, fairly steady

Thinking about moving off desktop accounting software?

Yes Maybe No Already in the cloud

Want me to prepare quarterly estimated-tax figures for your CPA?

Yes No Not sure

5. A little context

What is prompting you to look for a bookkeeper now? What is the biggest headache?

Six months from now, what would "great" look like for your books and numbers?

When would you like to start?

Let's build your quote

1. About your business

2. Your books today

3. Your monthly volumes

4. What you want

5. A little context