Intake form

Help us serve you better

Name *

Email address *

What services are you interested in?

Please select at least one option.

Small business bookkeeping

Tax preparation

Financial consulting

Fractional CFO services

Entity selection and registration

Public notary services

Training for bookkeeping

One-time services (clean-ups and reconciliations)

What is the name of your business?

What is your business structure?

What is your estimated annual revenue?

What is your preferred method of communication?

Please provide your business address.

What is your primary industry?

Do you currently have an accountant or bookkeeper?

If yes, what services do they provide?

What challenges are you currently facing in your business finances?

Additional questions or comments

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Lighthouse Financial and Tax