Content Creator Intake Form | Rooster Bookkeeping

Email*

What is your first name?*

What is your last name?*

What is your phone number?*

What is your email address?*

What is your website / Linktree / Main Platform?*

What type of creator are you?*

Youtuber

Podcaster

Writer/Newsletter

Influencer/Brand Partnerships

Coach/Consultant

Other

How long have you been monetizing your account?*

Less than 1 year

1-3 years

3+ years

What are your main income sources?*

Brand deals or sponsorships

Affiliate marketing

Product sales (digital or physical)

Paid subscriptions (Patreon, Substack, etc.)

Ad revenue

Other

What payment platforms do you use?*

PayPal

Stripe

Venmo

Shopify

YouTube / AdSense

Bank Account

Other

What’s your average monthly income range?*

Under $3,000

$3,000–$7,000

$7,000–$15,000

$15,000+

Do you already use QuickBooks Online?*

Yes

No, but I’d like help setting it up

No, I use something else

How many bank or credit accounts do you use for your business?*

1

2

3-4

5+

How many monthly transactions (roughly)?*

Fewer than 100

100–300

300–600

600+

Are your books up to date?*

Up to date

1-3 months behind

4-12 months behind

12+ months behind

What level of support are you interested in?*

Monthly reconciliation only

Full-service bookkeeping (income, expenses, reporting)

Bookkeeping + business insights / growth tracking

What’s been your biggest challenge managing your creator finances so far?