New Client Intake Form

👋 Client & Business Info

Name

Company Name * Required

Business Email * Required

Business Phone Number (Cell) * Required

Business Address * Required

Date of Incorporation * Required

Business Entity * Required

Do you file taxes as an S-Corp? * Required

Yes

No

Business Type * Required

Business Instagram Handle (if applicable):

Business Website

www.fluffycuts.com

💰 Financials & Bookkeeping Needs

Estimated Average Monthly Revenue * Required

Ex: $15,500.00

$

Do you have employees? * Required

If Yes, how many employees do you have?

Do you currently run payroll?

Yes

No

If Yes, what payroll provider do you use?

Gusto, ADP, Square, etc.

Are you required to collect sales tax? * Required

If Yes, are you update to date with sales tax filings and payments?

Do you currently use QuickBooks Online? * Required

What best describes your current bookkeeping setup? * Required

Do you need clean-up/catch-up work? If so, about how far back?* * Required

What are you hoping to achieve by working with a bookkeeper?* * Required

Clean up & organize my books

Ongoing bookkeeping so I don’t have to worry

Understand my finances and improve cash flow

Help with payroll & paying employees/contractors

Make sure my taxes are handled correctly

Separate business & personal finances

Set up a better cash flow system (e.g., Profit First)

Increase profitability and refine pricing strategy

Other (Explain Below)

Other

🏦 Payments & Banking

How do you currently accept payments? * Required

Square

Stripe

PayPal

Venmo (Personal)

Venmo (Business)

Cash App

Zelle

Apple Pay

Directly through CRM (ex: MoeGo Pay)

Cash

Check

Do you use a CRM to manage clients and appointments? * Required

Yes

No

If yes, what CRM do you use? (MoeGo, DaySmart, 123Pet, etc)

Do you have a dedicated business checking account? * Required

Yes

No

Do you have any dedicated business credit cards?

Yes

No, I use my personal CC

I don't use a CC

If Yes, how many credit cards do you have?

💸 Loans & Assets

Do you have any installment loans for equipment, vehicles, or business assets? * Required

Yes

No

If Yes, please list them here

🐾 Let's Untangle What's Going On

Tell us about your biggest challenges right now; financially, operationally, or anything else you'd like to share about your business.

How did you hear about us? * Required

🐾 Call preference and notes

🐾 Scheduling note:: After you submit this form, you will receive an email with the option to schedule a Google Meet video call. The purpose of the call is simply to go over your situation, understand what you’re dealing with right now, and talk through how we may be able to help.

That said, the call is completely optional. We know time is limited and schedules can be unpredictable. If you’d rather skip the call and move straight to a quote and next steps, that’s absolutely fine. Just let us know below and we’ll take it from there.

🐾 A quick note on quotes
Initial quotes are meant to be a helpful starting point. Since every business is unique, final pricing may change once we understand the full picture. Just like grooming, accurate pricing depends on what we’re working with... a Boston Terrier bath and a matted Doodle shave down are very different jobs. A quick review helps us set pricing that makes sense for your business and feels fair on both sides.

To get the most accurate quote, we may ask for temporary, view-only access to your QuickBooks Online account (if you have one), so we can see what you’re actually working with.

Call preference

I am open to scheduling a call

I’d prefer to skip the call and receive a quote