LiNQ Ventures, New Client Intake Form
LiNQ Ventures, LLC
Confidential Client Document
New Client Intake

Accounting, Operations
& Systems Discovery

A short discovery questionnaire to help us scope a tailored engagement for your business.

Thank you for considering LiNQ Ventures. The questions on the following pages help us understand where your business stands today and what you need most.

Please answer as completely as you can. Anything you cannot answer is itself useful information; there are no wrong answers, and the form is designed to surface gaps as much as facts.

Sections
01Company & Contactp. 2
02Current Accounting Statep. 2
03QuickBooks Setupp. 3
04Payroll & Peoplep. 4
05Tax Situationp. 4
06Operations & Assetsp. 5
07CRM, Website & Tech Stackp. 6
08Pain Points & Goalsp. 6
09Acknowledgment & Signaturep. 7
Prepared for:
Date:
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01
Foundation

Company & Contact

Legal business name
DBA / trade name if different
Industry / primary line of business
Primary contact name and title
Email
Phone
Business address
Entity type
State of formation
Year founded
Approx. annual revenue most recent year
Number of employees / contractors
02
Where things stand

Current Accounting State

Help us understand what is in place today and where the gaps are.

How are you tracking income and expenses today?
If ‘other software,’ which one?
Do you currently work with a bookkeeper, accountant, or CPA? name and role
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Section 02 continued · Current Accounting State
How current are your books?
Dedicated business bank account?
Separate business credit card?
Are personal expenses currently mixed in with business accounts? if yes, briefly explain
03
Books & billing

QuickBooks Setup

These questions help us scope the setup or migration.

Have you used QuickBooks before?
Preferred version
If yes, do you have an existing file we should review or migrate?
How far back do you need books reconstructed? e.g., current year only, prior year, multi-year cleanup
Do you invoice clients?
If yes, how are invoices currently generated and sent?
Do you accept electronic payments?
If other, name the processor
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04
Your team

Payroll & People

Do you run payroll?
If yes, what payroll system do you use? Gusto, ADP, Paychex, QB Payroll, other
Number of W-2 employees
Number of 1099 contractors
Do you offer benefits?
05
Compliance

Tax Situation

Who prepares and files your business taxes?
Date of most recent filed return federal
Are you current on all filings?
Any open IRS or state notices, audits, or back-tax issues?
Do you collect sales tax?
If yes, in which states?
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06
Complexity check

Operations & Assets

This helps us identify accounting complexity beyond basic bookkeeping.

Do you carry inventory?
If yes, how is it tracked today?
Own significant equipment, vehicles, or real estate?
If yes, briefly describe
Do you have any business loans, lines of credit, or SBA debt?
If yes, list lender(s) and approximate balance(s)
Multiple revenue streams or business lines?
If yes, name them
Multiple locations or entities?
If yes, briefly explain the structure
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07
Systems

CRM, Website & Tech Stack

We are looking for gaps where the right systems would save you time or unlock growth.

Do you have a business website?
If yes, URL
How do you track leads and customer relationships today?
If other CRM, name it
How do new clients typically find you? referral, web, social, other
Other software you use day to day
Name the specific tools you use most
08
The most important section

Pain Points & Goals

There are no wrong answers.

What is driving you to get organized now?
Is there a hard deadline? tax filing, lender request, potential sale, audit, other
What kind of engagement are you looking for?
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Section 08 continued · Pain Points & Goals
What does success look like in 90 days?
What does success look like in 12 months?
Anything else we should know about your business or situation?
09
Confidentiality

Acknowledgment

I understand that the information provided in this form will be used by LiNQ Ventures, LLC to scope a potential engagement. The information shared will be kept confidential.

Signature
Date
Printed name
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