KRAKEN BOOKKEEPING Client Discovery & Intake Form Please fill out the form below prior to our meeting. Name Email Phone List ALL entities (LLC, S-Corp, etc.): Total # of entities: Total bank/credit accounts: Entity #1 Name: Type: Industry: Books status: Current 1-3 mo 3-6 mo 6+ mo Separate bank account? Yes No Entity #2 Name: Type: Industry: Books status: Current 1-3 mo 3-6 mo 6+ mo Separate bank account? Yes No Entity #3 Name: Type: Industry: Books status: Current 1-3 mo 3-6 mo 6+ mo Separate bank account? Yes No Risks Mix personal & business? Yes No Know overall profit? Yes No Ready to invest $300–$1500/month? Yes No Biggest frustration: Submit
