Business Intake | Eight Leaf Financial Services

Step 1 of 8

Business & Contact Information

Please provide your contact information. Street address and phone are optional. City, state, and email are required.

Business name (optional if not formed yet)

Primary contact name *

Street address (optional)

City *

State *

ZIP code (optional)

Email address *

Phone number (optional)

Next step *

Best time to contact (optional)

How did you find Eight Leaf? (optional)

Secure Information Reminder

Please do not enter or attach sensitive records such as tax documents, Social Security numbers, EIN documentation, banking information, or other confidential records in this form. Sensitive documents should only be provided through the secure client portal when requested.

Step 2 of 8

What would you like help with?

Choose everything that applies. Your selections determine which follow-up questions appear.

Step 3 of 8

Tell us about the business.

Now tell us how the business is structured and the general level of activity.

Business / entity type *

Primary industry *

Approximate annual revenue *

Employees *

Independent contractors? *

Where do you primarily operate? *

Step 4 of 8

How are the books handled today?

This helps us distinguish a routine bookkeeping engagement from a cleanup or system redesign.

Accounting system *

How current are the books? *

Who maintains the books? *

Business bank accounts *

Business credit cards *

Personal accounts used for business expenses? *

Step 5 of 8

What moves through the business?

These questions identify reconciliation, payroll, inventory, job-costing, and reporting complexity.

Inventory follow-up

We use this to determine whether basic bookkeeping is enough or inventory controls need a closer review.

Typical inventory value

How is inventory tracked?

Payroll follow-up

This section appears because the business has employees.

Payroll provider

Any payroll concern?

Contractor follow-up

This helps identify 1099 and worker-classification review needs.

Approximate contractors

Do you collect W-9s before paying contractors?

Step 6 of 8

Any tax or compliance changes?

You do not need to know the tax terminology. Tell us what happened, and Eight Leaf can determine what may need to be reviewed.

Sales-tax follow-up

This section appears because your answers suggest sales-tax activity may need review.

Do you currently collect sales tax?

Sales to customers outside Virginia?

Are prior business tax returns up to date?

Have you received any tax or business-compliance notices? (letters about taxes, missing returns, licenses, payroll, sales tax, or filings)

Step 7 of 8

What feels most urgent?

Choose the statement that best describes why you are reaching out.

Primary concern *

Tell us what is going on (optional, 600 characters max)

How soon would you like help? *

Step 8 of 8

Review and submit.

Confirm the basic information below, then submit your business intake to Eight Leaf Financial Services.

Before you submit

Please do not include Social Security numbers, bank login credentials, tax account passwords, or other highly sensitive records in this intake. If documents are needed, Eight Leaf will provide separate instructions for secure sharing.

Development tools

Local test exports

Visible only when this page is opened with ?dev=1.

Tell us about your business.