LKT Bookkeeping Intake Form

Do you understand that Monthly Bookkeeping Services typically start at a minimum of $500 per month? Additionally, we charge a 1x onboarding fee that starts at $750 depending on your business size. Typically, this fee is charged with your first month's invoice. Do you understand that for The Advisory Vault, QuickBooks Online configuration & training is a one time fee of $2000? Ongoing membership starts at $99/month & you'll retain your initial pricing as long as you do not leave the membership; pricing will increase as we add members. *

I acknowledge

Please note: LKT Bookkeeping works exclusively within QuickBooks Online.

This form is typically completed in 10 minutes or less in one sitting.

About You

About The Business

Business Structure

Current Tax Situation

Current Bookkeeping

Access To Your Records

I also need access to your past records. Read the option below to identify what would be the most applicable for you.

Referral Information

Pricing Acknowledgement

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Please note: LKT Bookkeeping works exclusively within QuickBooks Online. This form is typically completed in 10 minutes or less in one sitting.