Client Intake Form

Welcome aboard! Help us hit the ground running by providing key information about your business and engagement.

Estimated time: 10-15 minutes

01.Company Information

Tell us about your business

Company Legal Name *

DBA (if different)

Industry/Trade *

Current Website (if any)

Who should we communicate with?

Full Name *

Title/Role *

Email Address *

Phone Number *

Preferred Communication Method *

Email Phone Text/SMS

Help us understand your project scope

Which service package did you sign up for? *

Financial Systems Setup Ongoing Bookkeeping CFO Advisory Full Growth Partnership Custom/Other

Preferred Start Date *

What are your top 3 priorities for this engagement? *

What tools are you currently using?

Current Accounting Software *

QuickBooks Online QuickBooks Desktop Xero Excel/Spreadsheets None - Starting Fresh Other (please specify below)

Other Software Details

Number of Business Bank/Credit Card Accounts *

Which financial institutions do you bank with?

Anything else we should know?

How many employees do you currently have? *

What are your biggest financial pain points right now?

Additional Notes or Questions

We'll review your information and reach out within 24 hours to schedule your kickoff call.

Your intake form has been submitted successfully. We'll be in touch within 24 hours to get started!

Build Smarter | Scale Safer

@thedigital_gc

Edmonton, Alberta | Serving Alberta, BC, and Saskatchewan