Client Intake

Help us understand your business so we can prepare a tailored proposal. Most clients complete this in 5–7 minutes. All information is held in strict confidence.

Business Information

Legal Business Name *

Entity Type *

Years in Business *

Industry / Primary Business Activity *

Approximate Annual Revenue *

Number of Employees

Primary Contact

Full Name *

Email Address *

Phone Number *

Website

Preferred Contact Method

How did you hear about Silo?

Current Financial State

Current Accounting Software

Approximate Monthly Transactions

Current Pain Points / Challenges

Service Requirements

Services Needed *

Essentials — Monthly bookkeeping, reconciliation, clean P&L ($320–$640/mo) Growth — Accrual accounting, dashboards, KPI tracking ($800–$2,000/mo) Advisory — Full close management, custom reporting ($2,400–$6,000/mo) Family Office — Trust accounting, multi-entity consolidations ($4,000–$12,000+/mo) Not sure yet — help me decide

Additional Information

Additional Notes / Context

Supporting Documents (Optional)

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