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Loyal Consulting — Bookkeeping Intake

Please complete the entire form and submit at the end. After your intake is reviewed, we will follow up about the bookkeeping agreement and your first-month invoice.

First Name*

Last Name*

Phone number*

Email*

Please choose how you want to be contacted*

Phone

Does not matter

Other

Company Information

Company Name*

Website*

Starting date of your company*

Month

Day

Year

Company Federal Tax ID (EIN) Number*

Type of Company (S-Corp, LLC, Sole Proprietor, C-Corp)*

Street Address*

City*

State*

Zip Code*

Please briefly explain what your company does*

Your Job Title*

Number of employees including you*

File federal taxes*

On cash basis

Accrual

What bank is your main business account with?*

Accounting Information Needs

Accounting software you use*

If QuickBooks, please indicate Desktop or Online*

Payroll software or company*

Number of check/debit transactions you have each month*

Which ones do you enter?*

Do you pay 1099 vendors?*

Approximately, how many invoices do you generate each month?

Please select the services you want us to provide*

Client Billing

Business Startup Assistance

Payroll

Bill Pay

Financial Statements

Monthly Account Reconciliation

Business Consulting

City Tax Reporting

Please select the ones that are appropriate to you*

Accepting credit cards

Tracking inventory on Quickbooks or other inventory software

Collecting sales tax

Other

Number of bank accounts you have*

Number of credit cards you have*

Do you have any experience working with a bookkeeping service before?*

Please give details about the service(s) you want from us*

Additional information we should know*

Choose Bookkeeping Package

Tier 1 — $250/month; one-time setup fee $200. One business bank account monitored and managed; quarterly profit and loss statement sent electronically; optional quarterly 20-minute review call. Additional bank account: $100/month.

Tier 2 — $525/month. One business bank account monitored and managed; monthly profit and loss statement sent electronically; optional monthly 20-minute review call. Additional bank account: $100/month.

Tier 3 — $625/month. One business bank account monitored and managed; monthly profit and loss statement sent electronically; optional monthly 20-minute review call; monthly county/city tax filing per account. Additional bank account: $100/month.

Choose your bookkeeping package*

Business Formation

1615 Poydras Street Suite 900

New Orleans, LA 70112 (*By Appointment Only)

Dallas/Fort Worth, TX 76132

Office: 1-855-492-3111

Text: 1-833-221-2322

Fax: 1-800-859-7061

info@loyalconsultinginc.com

tax@loyalconsultinginc.com