How do bookkeepers and accountants differ?

Bookkeepers focus on managing daily transactions, reconciling bank accounts, and preparing financial reports. Accountants, on the other hand, analyze this data to provide tax planning, strategic advice, and handle tax filings.

Which financial records should I retain?

Keep all essential business records, such as bank statements, invoices, receipts, and payroll documents. These are crucial for tracking income, expenses, and ensuring tax compliance.

What factors influence the cost of bookkeeping services?

The cost of bookkeeping services typically depends on factors like the volume of transactions, complexity of your accounts, and the number of accounts. Pricing is usually offered as a fixed monthly fee or an hourly rate.

What role does a bookkeeper play in tax planning?

Bookkeepers keep your financial records accurate and up-to-date, streamlining tax preparation. They collaborate with accountants to uncover potential deductions and ensure accurate tax categorization.

What are some tips to reduce bookkeeping expenses?

To reduce bookkeeping costs, stay consistent with record-keeping, digitize your receipts, reconcile accounts monthly, and always separate your business and personal finances.

New Client Intake Form | Hummingbirds Bookkeeping & Tax Services

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Hummingbirds Financial Management & Business Advisory

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New Client Intake Form

Thank you for your interest in working with Hummingbirds Financial Management & Business Advisory. Please complete this confidential intake form so we can learn more about you, your business, your financial needs, and the services you are seeking.

Submitting this form does not create a client relationship. Services begin only after the scope of work has been accepted and the applicable engagement agreement has been signed.

Important: Do not enter Social Security numbers, full bank account numbers, passwords, or other highly sensitive information in this form. Requested confidential documents should be submitted through the secure document upload process.

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First name

Last name

Preferred name

Phone

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Client type

Business information

Legal business name

Doing-business-as name

Business address

Business website

Industry

Year business began

Month

Day

Year

Number of owners

Number of employees

Number of independent contractors

Approximate annual revenue range

States in which the business operates

Current accounting software

Current payroll platform

Current financial situation

Are your accounting records current?

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When were your accounts last reconciled?

Are prior-year tax returns complete?

Yes

Extension filed

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Do you currently work with an accountant, bookkeeper, payroll provider, or tax professional?

What are the primary financial or operational challenges facing your business?

What prompted you to seek assistance now?

What results would you like to achieve?

Is there a deadline or urgent concern we should know about?

Systems and access

Accounting software used

Payroll software used

Point-of-sale or payment system

Customer relationship management system

Time-tracking or project-management system

Do you maintain separate business and personal bank accounts?

Do you currently receive monthly financial statements?

Tax-specific questions

Type of tax assistance requested

Tax year or years involved

States where returns may be required

Have you received a tax notice?

Is an extension involved?

Is an amended return potentially needed?

Briefly describe the tax matter

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August 2026

Week starting Sunday, August 23

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I confirm that the information provided is accurate to the best of my knowledge.

I understand that submitting this form does not create a client-professional relationship.

I understand that services will not begin until the scope, fees, and engagement terms have been accepted.

I agree not to submit Social Security numbers, passwords, full bank account numbers, or similarly sensitive information through this form.

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