Profit Clarity Advantage

New Client Intake Form

Thank you for booking a call with us. Please fill out this form so we can make the most of our time together. All information is kept confidential.

Contact Information

Full Name

Email Address

Phone Number

Company / Business Name

State(s) You Operate In

Business Overview

What type of real estate do you focus on?

Flips BRRRR Long-Term Rentals Short-Term Rentals Wholesale Multifamily Mobile Home Parks Commercial Other

How many entities (LLCs, S-Corps, etc.) do you have?

1 2-5 6-10 11-20 20+

How many deals/projects did you do in the last 12 months?

0-5 6-15 16-30 30+

Approximate annual revenue across all entities

Under $250K $250K-$500K $500K-$1M $1M-$3M $3M+

Current Bookkeeping Situation

What accounting software do you use?

QuickBooks Online QuickBooks Desktop Xero Spreadsheets Nothing Other

How current are your books?

Current (within 30 days) 1-3 months behind 3-6 months behind 6-12 months behind 12+ months behind Never set up properly

Do you currently have a bookkeeper or accountant?

Bookkeeper CPA/Accountant Both Neither

If yes, what is your biggest frustration with them?

Pain Points and Goals

What are your biggest bookkeeping/financial challenges right now?

Books are messy or behind Don't know true profitability per deal Not confident about tax deductions Multi-entity confusion Need lender-ready reports Spending too much time on books Scaling but systems can't keep up

What would "financial clarity" look like for your business?

Is there a specific deadline driving this? (e.g. tax filing, refinance, audit)

Logistics

What service are you most interested in?

QuickBooks Health Check ($297) Full Book Cleanup ($1,500+) Monthly Bookkeeping ($500+/mo) Not sure yet

How did you hear about Profit Clarity Advantage?

LinkedIn Referral Newsletter Google Other

Anything else you want us to know before our call?

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Thank you!

Your intake form has been submitted. We'll review everything before our call so we can hit the ground running.

If you need to reach us before then: fabian@janiszewskibookkeeping.com

Profit Clarity Advantage • Specialized Bookkeeping for RE Operators

profitclarityadvantage.com