New Business Formation & Startup Intake — Kickoff intake form (public) for Accounting / CPA. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

Starting fresh is the best time to get your structure, registrations, and books in order. This intake helps us guide your entity choice and your first-year setup from day one.

What it collects (by section):

• About you — First name [short text]; Last name [short text]; Email address [short text].
• Your new entity — Planned business name [short text]; Entity type (or what you’re leaning toward) [dropdown: Individual / Sole proprietor / Single-member LLC / Multi-member LLC / Partnership / …]; Entity Formation State [short text]; Fiscal Year End Month [dropdown: January / February / March / April / May / …]; Accounting Basis [choice: Cash / Accrual / Hybrid]; Owner/Partner Count [number].
• Getting registered — EIN status [short text]; Sales Tax Registration Status [dropdown: All registered / Partially registered / Not registered / Not applicable]; Will you have employees / payroll? [dropdown: None / Gusto / ADP / Paychex / QuickBooks Payroll / …].
• First-year foundations — Bookkeeping software (if chosen) [dropdown: QuickBooks Online / QuickBooks Desktop / Xero / Wave / FreshBooks / …]; How will you make money? [multi-select: POS/In-store / Invoices / Subscriptions / Ecommerce site / Marketplaces (Amazon/Etsy/eBay) / …]; Where would you most like our guidance? [multi-select: Cash management / Pricing/Margin / Tax planning / Forecasting / Entity structure / …].
• Anything else — Notes & questions [long text].

Required: Email address, Entity type (or what you’re leaning toward) (kept low-friction).

Form type: Kickoff intake (in), public. Niche: Accounting / CPA. Deployment: embed.

Best for / surface when: Accounting / CPA client workflow — new business formation & startup intake.