New Client Intake
Consultation Questionnaire
Complete this before our call so we can dive straight into solutions.
Why We Need This Information
Before our consultation, we ask you to complete this questionnaire so we can better understand your business and your financial goals. Taking 10 minutes to answer these questions helps us in a few key ways:
- ✓ We get to know your situation — your business type, transaction volume, and current bookkeeping status
- ✓ We identify your goals — whether you need cleanup, ongoing support, tax prep help, or QB training
- ✓ We determine if we're a good fit — we specialize in certain industries and situations, and want to make sure we can help
- ✓ We make the call productive — when we talk, we're already caught up and can dive straight into solutions instead of gathering background info
Sending Financial Documents
Please don't upload sensitive financial documents through this website. After your consultation, you'll receive a secure document request through QuickBooks' encrypted network — your information stays protected end-to-end, and nothing is stored on this site.
Fill out and save below, then you're ready for your consultation.
Steady Numbers Bookkeeping
New Client Consultation Questionnaire
Date: September 15, 2026
1
Contact Information
2
Business Structure
3
Current Bookkeeping Situation
4
Payroll & Contractors
5
