M & N Financial Services LLC d/b/a M & N Tax Pros

Bookkeeping Intake Form

SECTION A — BUSINESS & CONTACT INFORMATION

Provide your business details and contact information so we can set up your bookkeeping profile. </p>

Business Owner Email (Portal Login Email)*

This will be your login email for the M & N Client Portal and how we send bookkeeping updates.

First Name*

Name of the business owner or the primary contact authorized to discuss financial matters.

Last Name*

This should match the authorized owner on all financial records.

Business Name

Enter the exact registered name of your business.

EIN (Federal Tax ID)

Enter your 9-digit EIN in the format 12-3456789.

Business Structure

Select the legal structure of your business.

Business Phone Number

Best number to reach you for bookkeeping questions.

Business Address

This should be your business mailing or physical address.

Industry Type

Helps us set up the correct chart of accounts.

Business Start Date

If you started this year or recently, include the date if known.

Business Description

Briefly describe what your business does. This helps us set up accurate categories and bookkeeping workflows.

SECTION B — BOOKKEEPING NEEDS & SERVICE LEVEL

Please answer the questions below to help us determine the best bookkeeping package for your business.

What type of bookkeeping services do you need?

How many months need cleanup or catch-up?

How many monthly bank/credit card accounts do you use?

Estimated number of monthly transactions?

Do you currently use any accounting software?

If you use QuickBooks, select your plan.

Do you accept payments through any of these?

Notes about your bookkeeping needs?

Use this space to explain any special bookkeeping situations, past issues, or details you want us to know.

Which bookkeeping package are you interested in?

SECTION C — BANKING & PAYMENT INFORMATION

Provide your bank details so we can reconcile your accounts accurately.

Primary Business Bank Name

List all additional banks used for your business

Upload most recent 3 months of bank statements

Upload most recent 3 months of credit card statements

Upload prior-year bookkeeping reports (if any)

SECTION D — SALES, EXPENSES & PAYROLL INFORMATION

Provide your sales and expenses information to help us classify and categorize your transactions.

How do you track business income?

Do you have employees?

Do you pay contractors (1099s)?

Upload payroll reports (if applicable)

Do you collect and remit sales tax?

Which states do you collect sales tax in?

Upload sales tax reports (optional)

SECTION E — REQUIRED UPLOADS

Upload the documents listed below to complete your bookkeeping setup.

Business Registration Documents (LLC/Corp/Nonprofit)

Operating Agreement or Bylaws

Prior-year tax return (if available)

Upload receipts folder or monthly expense documentation

Upload any additional supporting documents

SECTION F — AUTHORIZATION & SIGNATURE

Please authorize M & N Financial Services to begin your bookkeeping setup.

Signature Block

Bookkeeping Authorization Signature

Signature Block

I authorize M & N Financial Services LLC to access, categorize, reconcile, and maintain my business financial records for bookkeeping purposes. I confirm that all information provided in this intake form is accurate to the best of my knowledge, and I understand that additional documentation may be required to complete my bookkeeping setup.

Your signature authorizes M & N Financial Services LLC to begin bookkeeping services and communicate with you regarding your financial records.

Date Signed

Signature Block

Secondary/Partner Signature (if applicable)

Signature Block

Your signature authorizes M & N Financial Services LLC to begin bookkeeping services and communicate with you regarding your financial records.

Date Signed