New Client Intake Form

Key Contacts

Primary Contact

Primary Contact Email

Primary Phone

Primary Contact Mobile

Preferred method of contact

Other team members involved in financials (Name & Role)

Email of other team members

Financial Goals & Challenges

Top 3 Financial Goals for the next 6-12 months

Top 3 Financial Struggles

Financial Systems in Use

Financial Systems in Use (e.g., QuickBooks Online, QuickBooks Desktop etc)

If QuickBooks Online is in use, please provide accountant access to matthew@oiprofit.com (go to settings - manage users - accounting firms - enter the email address)

If QuickBooks Desktop is in use, please provide the account # (hit F2)

Payroll Provider (e.g. ADP, Gusto)

Point of Sale System (if applicable)

Other Financial Tools/Software

Accounting & Bookkeeping

Who currently handles your bookkeeping?

Are your books up-to-date?

How often do you currently review financial reports (P&L, Balance Sheet, Cash Flow)?

Financial Reporting

What KPI's do you currently track?

Billing and Banking Information

The account will be billed each month on the 1st

Accounts Payable Email

Routing Number

Bank Account Number

Repeat Bank Account Number

Access & Documents

We will request view-only access to:

- Payroll provider

- Last two years of tax returns

- Last two years of Financial Statements

- Current year-to-date Financial Statements

- Organizational chart or team roles (if available)

- Any current forecasts, budgets, or financial models

You’ll receive a secure link to upload documents after completing this form.

Anything Else You’d Like Us to Know?

Long answer