Bookkeeping On-Boarding

Contact Name*

Contact Email*

example@example.com

Phone Number

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I authorize One Stop Consulting Shop LLC to send me SMS / Text Messages for communications as needed.*

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What questions do you have for us?*

Company Name*

Enter the names of all owners with ownership percentage in the business*

Please select how your business is taxed*

What accounting method is used for your reports and Tax Return?*

Cash BasisAccrual BasisDon't Know

Please summarize your business - what do you do or sell?*

List the names of the Banks and/or Credit Cards that we will be accessing/reconciling*

Do you write manual (hand-written) checks? *

YesNo

Are the accounts we will be reconciling for you comingled (with both business and personal transactions)?*

YesNoSometimes

Please list all the bank and/or credit card accounts (ONLY last 4 digits) that we will be reconciling so we can make sure we have all the access we need to get started!*

Please check all the boxes below that apply to your business so we can follow up with you in greater detail*

If you sell products, do you charge/remit sales tax?*

YesNoDoes not apply

Please select the form of access you will be providing to use so that we can reconcile your accounts*

View Only Access (for banking)Client Credentials for BankingCredit Card CredentialsPDF and CSV/Excel Download to be Emailed

If you will be using a new or existing QuickBooks Online subscription (QBO), please check all the boxes that apply*

I will be using QuickBooks Payments to bill my clientsI will be adding manual deposits from my clients to QBOI will be using QBO for sales taxI have kept my Reconciliations up to date

If you have or need Payroll Services, please check all that apply so we can assist and connect you with our Payroll Partners. We also can help you enter hours and ensure all payroll is properly reconciled in your bookkeeping*

I currently have a Payroll Platform in place (Paychex/ADP/Gusto/OTHER)I do not have a Payroll Platform in place but I will need one soonI want to be able to submit/process hours myselfI want help with entering hours into any payroll platform that I am going to use

TO HELP US FINALIZE YOUR FLAT-RATE MONTHLY FEE:

Most new businesses fall into the range of $35 - $120 per month.

We need to complete a quick "Look Under the Hood" review of the following (if you have this): last QuickBooks bank reconciliation, most up to date balance sheet and your last bank and/or credit card statements.

Our team believes in transparency in all our communications and operations. Please read the following points that outline our terms of Engagement. An additional engagement letter is required for tax preparation.

We never charge you for our consultation and services can terminate at any time. We love questions!
Our primary source of communication is email and should be frequently checked for notices, questions, updates and communications. Any requests must be made via email. Sensitive information should be uploaded to our portal and never emailed.
The monthly report you receive is for management use only and is not considered “audited” or reviewed according to generally accepted auditing standards. This means monthly reports cannot be used to obtain a loan or provided to a financial institution as “audited financials”. Monthly Reports are compiled and considered a draft until such time as you confirm their accuracy and your tax return is finalized.
The QuickBooks file we use is the property of One Stop, unless a QBO file (online) is used. Back up files of QB Desktop will not be provided to clients; however, all data will be provided via PDF and Excel.
It is the client’s responsibility to fully review all emails/reports and notify us of any changes, errors, personal transactions, cash deposits, loans or personal deposits, and fixed asset purchases.
The data provided to us by the client (which includes downloaded transactions from bank and/or credit card statements, Paypal and other 3rd party software transaction detail and emails) is used to prepare monthly reports and will not be relied upon to disclose errors, fraud, or other illegal acts. It is the client’s responsibility to adopt a sound accounting system for the safeguarding of assets, for authorizing transactions, for retaining supporting documentation if audited, and for maintaining internal controls.
Clients must retain all original documents and make a scheduled appointment for pick-up. The client agrees to waive any liability or responsibility whatsoever for interception or unintentional disclosure of emails transmitted by One Stop in connection with the performance of any engagement.
One Stop Consulting Shop LLC will assist clients with data entry for payroll services in 3rd party software however it is the client’s ultimate responsibility for all payroll, liability, error and tax related matters.
It is the client’s responsibility to be familiar with state laws and insurance requirements including workers compensation, annual LLC reporting requirements and other local licenses and permits required.
Tax Returns will not be provided or e-filed until paid in full. Requests for extensions of time must be submitted with at least 7 days' notice prior to a deadline. One Stop utilizes third-party tax professionals that are either EA or CPA licensed. Each client is responsible for the accuracy of their return including typos or numerical errors. Clients may be asked to show back-up documentation to substantiate deductions and credits. A Tax Return Extension (of time) is NOT an extension for payment. If estimated taxes are not paid and tax is due, penalties and interest will accrue. Estimated tax payments are the client’s responsibility and must be reported at the time of tax preparation.
One Stop has the right to suspend services or to withdraw from this or any engagement in the event that any of invoices are deemed delinquent. In the event that any collection action is required to collect unpaid balances due us, the client agree to reimburse One Stop for the costs of collection, including attorneys’ fees. If clients have a payment plan for a service already rendered and choose to leave One Stop, the client is still required and responsibility to pay the balance due in full and any payment plan will cease.
Clients must compensate One Stop for any involvement and related fees for responding to subpoena, court order or other legal process requiring testimony or the production of documents. Any client with a payment plan must pay the balance due in full should services be terminated.
Clients must provide notices from any Taxing Authority to One Stop within 72 hours of receipt via email or drop box (text is unacceptable). An untimely delay of forwarding information to One Stop may result in a client’s accrual of IRS penalties and interest. One Stop Consulting Shop was created to help our clients understand and improve their accounting and tax situation. Based on the values of proactive communication, area specific expertise and education, we believe every client, regardless of size or revenue, deserves the same level of attention and respect.

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