top of page

Accounting/Bookkeeping Services In-Take Form

Company Type
Sole Proprietor
LLC
LLP/General Partnership
Limited Partnership
S-Corporation
C-Corporation
Non-For-Profit Corporation
Other Partnership/JV
Date Business Started
Month
Day
Year
Are your tax return filings current?
Yes
No
Are you a Owner, Member or Legal Representative of the business?
Yes
No
Do your currently use an accountant/accounting system?
Yes
No
What services do you need?
Retainer
$25
$50
$125

The purpose of this retainer is to secure our services and ensure availability for accounting, tax, and consulting needs as described in our service agreement. The retainer provides a prepayment for our services and helps manage scheduling and resource allocation.


The initial retainer amount will be credited towards your account and applied to the services provided. Payment of the retainer is due upon signing this agreement.


If the total cost of services rendered is less than the retainer amount, the unused portion will be applied as a credit towards future services or refunded if applicable. The retainer is non-refundable, except in cases where unused retainer funds.

Subscribe Form

Thanks for submitting!

  • Facebook
  • Twitter
  • LinkedIn

©2020 by Rosewood & Company. Proudly created with Wix.com

bottom of page