Start Your Bookkeeping Services with WealthCrest Financial

Let’s get your business finances organized and ready for growth. Complete this quick intake form to help us understand your bookkeeping needs. Whether you're a new business, need catch-up services, or want full monthly support, we’ll match you with the right plan and give you the tools to stay financially clear and compliant.

Business Information

Business Name *

Business Structure *

Single-Member LLC
S-Corp
C-COrp
Partnership
Nonprofit
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How long has your business been operating? *

Less than 1 year
1–3 years
3–5 years
5+ years
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Business Address *

City *

State *

Postal code *

Please briefly explain what your business does *

Number of Employees/Contractors *

Business Owners

Business Owner Name *

Percentage of Business Owned *

Phone *

Email *

Preferred communication method: *

Email
Phone
Text
Client Portal
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Business Partner Name

Business Partner Percentage Owned

Bookkeeping Information

Number of Bank Accounts

Number of Credit Card Accounts

What is your average monthly revenue? *

Under $50,000
$50,000–$100,000
$100,000–$150,000
Over $150,000
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What do you need help with? (Select all that apply) *

Monthly bookkeeping
Catch-up or cleanup
Invoicing and accounts receivable
Bill pay and accounts payable
Payroll support
Tax filing readiness
Financial reporting for loans or grants
All of the above
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Do you currently have bookkeeping in place? *

Yes, and it's up to date
Yes, but it’s behind
No, I need to start from scratch
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Approximately how many transactions do you process per month (across all accounts)? *

Under 75
75-200
Over 200
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Do you want us to file your taxes at year-end? *

Yes
No
Not sure yet
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How often would you like to receive reports or updates? *

Monthly
Quarterly
On demand
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Have you ever worked with a bookkeeping service before? *

Yes
No
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Are you currently do your own bookkeeping? *

Yes
No
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Final Details

Upload business incorporation documents & EIN letter *

Please upload last 3 business bank statements *

Do you have any deadlines or upcoming filing needs we should be aware of? *

Additional notes or anything we should know about your business? *

What are your goals for your business in a year or 5 years? *

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.