Bookkeeping Intake

Peridot Financial Solutions · Cameron Pino, CPA

Bookkeeping Services

Step 1 of 4

Contact Information

First Name *

Required.

Last Name *

Required.

Email Address *

Please enter a valid email.

Phone Number

City / ZIP Code *

Required.

Preferred contact method

Email Phone call Text message

Step 1 of 4

Step 2 of 4

Business Information

Business Name *

Required.

Business Type

Industry

How long has the business been operating?

Less than 1 year 1–3 years 3–5 years 5+ years

Approximate monthly revenue

Approximate number of monthly transactions

Under 50 50–150 150–300 300+ Not sure

Number of bank / credit card accounts used for the business

Do you have employees or contractors?

Employees (W-2) Contractors (1099) Both None — just me

Step 2 of 4

Step 3 of 4

Current Bookkeeping Setup

Are you currently using accounting software?

QuickBooks Online QuickBooks Desktop Wave Xero Spreadsheet only Nothing yet Other

How would you describe the current state of your books?

Current and organized A few months behind More than 6 months behind Starting from scratch Not sure

Do you need a cleanup of prior periods before ongoing bookkeeping?

Yes — definitely Possibly No — just ongoing Not sure

What services are you looking for?

Monthly bookkeeping Quarterly bookkeeping QuickBooks initial setup QuickBooks cleanup / catch-up Monthly financial reports (P&L, Balance Sheet) Accounts payable / receivable tracking Not sure — need guidance

Do you have a dedicated business bank account?

Yes No — currently mixed In progress

Step 3 of 4

Step 4 of 4

Goals & Final Details

What is your primary goal in hiring a bookkeeper?

Know my real profit at any time Be ready for tax season without the scramble Make better business decisions with real numbers Get caught up on past months Set up a proper accounting system from the start Free up my time to focus on the business

When are you looking to get started?

Immediately Within 30 days Next quarter Just exploring

How did you hear about us?

Best time to reach you

Morning Afternoon Evening Anytime

Anything else you'd like us to know?

Step 4 of 4

Thank you, .

Your bookkeeping intake has been received. Cameron will be in touch within one business day.

Questions in the meantime?

cameron@peridotfs.com
214-458-6686

Peridot Financial Solutions · Cameron Pino, CPA · Midlothian, TX · peridotfs.com