BMS - New Client Form

(845) 765-8888 ⋅ info@bms4success.com ⋅ 560 Route 52 ⋅ Suite 103 ⋅ Beacon, NY 12508

Bookkeeping

No two businesses are the same. Each one is a complex entity that we look to better understand before talking prices. Please fill out this form and submit it to us. Don't worry! There are no strings attached. We will use the information to give you a quote that is specifically designed just for your business. See what our business can do for your's!

Name Prefix

Your First Name *

Your Last Name *

Your Job Title *

Company Name *

Owner's Name

Business' Tax ID

Address Type

Street Address 1 *

Street Address 2

City/Town *

State

Zip Code *

Address Country

Preferred Phone Type

Preferred Phone Country

Preferred Phone Number *

Preferred Phone Extension

Secondary Phone Type

Secondary Phone Country

Secondary Phone Number *

Secondary Phone Extension

Email Type

Email *

Website

How did you hear about us?

Internet

Networking Event

Referral

Other

Financial Information

Type of Company

How many accounts would we be reconciling per month?

How many bank accounts does the business have?

Does the business utilize online banking?

If yes, with what institution(s)?

How many credit cards does the business have?

Does the business have a line of credit?

Does the business have petty cash,
cash registers or any other form of cash transactions?

How does the business primarily pay their accounts payable?

How will BMS be gaining access to the account statements?

Online access

Emailed copies

Paper statements

Other

Approximately how many total transactions
do all of your reconciled accounts have on a monthly basis?

Employees and Independent Contractors

Number of people in company (including yourself)?

Who is employed?

Owner(s) only

Employees

Independent contractors

How many employees paid?

How are employees paid?

Hourly

Salary

Commission

Please explain:

How many independent contractors?

Do you have payroll?

Who processes the payroll for the company?

How often do you run payroll? (Weekly, Biweekly, etc.)

Customers/Clients

Are customer/client payments due upon receipt?

Do you invoice your customers/clients?

Approximately how many customers/clients do you invoice per month?

Do you offer your customers/clients credit accounts?

If yes, what are the terms and do they vary?

Do you have merchant services/credit card processing
for customers/clients to pay you?

If yes, who is your merchant services provider?

How do customers/clients pay you?

Cash	Check
Credit/Debit Card	Other (specify in comments)

Sales Tax

Do you charge sales tax on your services/goods?

How often do you file sales taxes?

Monthly

Quarterly

Annually

Who currently files your sales taxes?

If it's your accountant, will we be giving
the information to them or to you?

To accountant

To you

Other

Conclusion

How often would you like to meet with us
to review financial information?

Monthly

Quarterly

As needed

Would you like to opt in for our debt reduction service?

Questions and Concerns

Phone: 845-765-8888