New Client Intake — Dalton Professional Services

Step 1 of 7

Business Information

Tell us about your business so we can get to know you.

Business / Company Name * Please enter your business name.

Owner / Contact Name * Please enter your name.

Phone Number * Please enter your phone number.

Email Address * Please enter a valid email address.

Business Address

Business Website (if any)

Years in Business

Step 2 of 7

Business Type

Help us understand what kind of business you run.

Industry * Please select your industry.

Business Entity Type

Number of Employees / Contractors

Approximate Annual Revenue

Step 3 of 7

Bookkeeping & Financials

No judgment here — we've seen it all. Just tell us where things stand.

Current bookkeeping software

Estimated monthly transactions

Number of bank / credit card accounts

Months of catch-up needed

Do you have a CPA?

Preferred reporting frequency

Monthly — I want to stay on top of it

Quarterly — that's enough for me

Not sure yet — let's talk about it

Any bookkeeping pain points or concerns?

Step 4 of 7

Digital Presence

Let's see where you stand online and where you want to be.

Do you currently have a website?

Yes — and it's up to date

Yes — but it needs work

No — I need one built

No — not interested right now

Google Business Profile status

Claimed and active

Claimed but not managed

Not claimed yet

Not sure

SEO interest

One-time setup — just get me started

Ongoing monthly — I want to grow

Not right now

Not sure what SEO is — let's talk

Step 5 of 7

Social Media

Tell us where you're at and what you need help with.

Platforms you currently have

Platforms you want help managing

Desired posts per month

Existing brand photos / content?

Describe your ideal social media presence

Step 6 of 7

Support & Communication

We'll work the way that works best for you.

Preferred communication method

Phone call — I'd rather talk

Text message — quick and easy

Email — keep it in writing

Mix — whatever makes sense

Preferred check-in call frequency

Monthly — keep me in the loop

Bi-weekly — I like staying close

Quarterly — less is more

Email only — no calls needed

Best time to reach you

Step 7 of 7

Goals & Final Notes

Last step — tell us what success looks like for you.

What is your #1 goal in working with us? * Please share your primary goal.

How did you hear about Dalton Professional Services?

Anything else you'd like us to know?