New Business Formation & Startup Intake — Kickoff intake form (public) for Accounting / CPA. Standalone version — a hosted mini landing page (an embeddable twin is also available).

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: standalone.

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