Client Intake Checklist

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BUSINESS FINANCIAL INTAKE FORM

Date:

Business Owner:

Business Name:

Business Type (LLC, Sole Prop, etc.):

I. TOP CONCERNS

What are the top 3 questions you have about your business finances?

II. DOCUMENT CHECKLIST

Please check off which items you are handing over today:

Bank Statements (Checking/Savings) Credit Card Statements (Business/Business-use) Tax Returns (Last 1–2 Years) Loan Documents (Equipment, Vehicles, Business Loans) Unpaid Bills (Accounts Payable) Sales Records (Z-tapes, POS printouts, or logbooks) Payroll Records (If applicable)

III. BUSINESS GOALS

What is your target monthly "Take Home" pay?

Are you planning any major purchases (Equipment/Property) soon?

Yes No

Notes:

Have documents to share?

After submitting this form, please email any relevant documents (tax returns, bank statements, etc.) directly to [email protected]