Client Intake Form

Tell us a bit about what you need. This is the first step before a discovery call — please avoid including sensitive documents, passwords, or full account numbers here.

General Information

Client name *Business, household, HOA, or organization name (if applicable)Phone number *Email address *Mailing city and state *Are you located in Utah, or requesting service for a Utah-based business, household, HOA, or organization? *Preferred communication method *Desired timeline *How did you hear about Clear Budget Services, LLC?

What kind of help do you need? *

Individual / Household

Budget organization support, bill tracking, savings tracking, or debt information organization.

Self-Employed / Independent Contractor / Freelancer

1099 income organization, income and expense tracking, receipt organization, mileage tracking, bookkeeping setup, or records for a CPA/tax professional.

Small Business Owner

Bookkeeping, cleanup, QuickBooks setup, chart of accounts, reporting, or business workflows.

HOA / Property Organization

HOA board support, property-related workflows, budgets, vendor tracking, or invoice processes.

Administrative Workflow / Template Client

Digital file organization, communication templates, operations setup, custom templates, or workflow support.

Not Sure

We'll use a short discovery call to determine the best service path.

Disclaimer Acknowledgment

I have read and understand the non-CPA service acknowledgment.
I understand the services Clear Budget Services, LLC does not provide (tax preparation, tax filing, audit, legal, investment, insurance, lending, credit repair, or debt settlement).
I understand my responsibility for all business, financial, HOA, and personal decisions.
I authorize Clear Budget Services, LLC to review the information I provide for the purpose of evaluating the requested service.
I understand secure document-sharing expectations, and that I should not send sensitive documents through this form.
I understand that no specific outcome is guaranteed.

I have read and agree to the acknowledgments above.