BOOKKEEPING, CLEANUP, SETUP OR REPORTING
New Client Intake Organizer
Share your business context, the condition of the current books, what kind of support may be helpful, and your priorities for a first conversation.
Download intake organizer Back to home
NEW CLIENT RESOURCES
Begin with an organized picture of the work ahead.
Choose the organizer that matches your starting point, complete what you know, and use ShareFile for the secure document submission. Eric reviews the context before confirming the most useful next conversation.
CHOOSE THE USEFUL STARTING POINT
Two organizers. One clear intake path.
The new-client intake organizer works for bookkeeping and QuickBooks questions. The tax-preparation organizer is a separate, more detailed worksheet for tax-year records and review.
TAX-YEAR RECORDS AND REVIEW
Tax Preparation Organizer
Use the tax organizer for household changes, income records, deductions, credits, and relevant business or self-employment documentation.
Download tax organizerCOMPLETE + SHARE
A simple path from first questions to a useful review.
The organizers collect information; they do not establish an engagement, determine tax treatment, or replace a conversation about scope.
- 01
Start with the New Client Intake Organizer
Use it for QuickBooks bookkeeping, cleanup, setup, reporting, or a first conversation about your current file.
- 02
Add the Tax Preparation Organizer when needed
Use the separate tax organizer when your request includes tax-preparation review or records that relate to a tax year.
- 03
Upload through ShareFile
Save the completed organizer or organizers, then use the external ShareFile Client Portal for requested supporting records.
NOT SURE WHICH FORM FITS?