Welcome to Bean Counter!
When starting a new business relationship, the most time-consuming step can be the setup. Please help us by answering a few questions about your business to make the onboarding process smooth and fast! Reach out to us with questions anytime.
General Business Information
Information needed by Bean Counter to organize your files and understand your business.
Does your business have a legally registered name?
*
Yes
No / I don't know
Do you need help legally registering your business?
*
Yes
No
Business Legal Entity Name:
*
Business Legal Entity Name to be Registered:
*
Do you conduct business under a different name than the legal entity name?
*
Yes
No
Is your DBA Name registered?
*
Yes
No / I don't know
Do you need help registering a DBA Name?
*
Yes
No
DBA (doing business as) Name:
*
Add another DBA Name?
*
Yes
No
DBA Name #2:
*
Business Physical Address:
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Street Address
County
City
State / Province
Postal / Zip Code
Business mailing address the same as physical address?
*
Yes
No
Business Mailing Address:
*
Street Address
County
City
State / Province
Postal / Zip Code
What service(s) offered by Bean Counter are you interested in?
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Monthly Accounting / Bookkeeping
Payroll Processing
Bill Payments / Accounts Payable
Business Tax Preparation
Personal Tax Preparation
Quarterly / Annual Review
Administrative Services
Other (please specify)
What other services do you need (not listed above)?
*
Do you currently work with another accountant or tax preparer?
*
Yes
No
What industry are you in?
*
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Business Legal Structure
Information needed by Bean Counter to ensure your business is registered with the government.
Does your business have an EIN?
*
Yes
No, it uses my social security number
No, I need help getting an EIN
Enter Business Federal EIN # (no dash):
*
Please enter your EIN without dashes
Enter Social Security #:
*
Do you have the CP575 letter from the IRS on file?
Yes
No / I don't know
Upload CP575 Letter from IRS:
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How is your business legally structured?
*
Corporation
LLC
Other
Is your business registered with the Secretary of State?
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Yes, in California
Yes, in another state
No / I don't know
Enter other state where your business is registered:
*
Business State Entity Number:
*
Do you need help registering your out-of-state business as doing business in California?
*
Yes
No / I don't know
Names of Corporate Officers
President, Treasurer, and Secretary are required. One person can hold multiple offices.
Name of President or CEO:
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First Name
Last Name
Name of Treasurer or CFO:
*
First Name
Last Name
Name of Secretary or VP:
*
First Name
Last Name
Add another Officer?
*
Yes
No
Title of Officer #4:
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Name of Officer #4:
*
First Name
Last Name
Add another Officer?
*
Yes
No
Title of Officer #5:
*
Name of Officer #5:
*
First Name
Last Name
Does your Corporation have Director(s)?
*
Yes
No / I don't know
Name of Director:
*
First Name
Last Name
Add another Director?
*
Yes
No
Name of Director #2:
*
First Name
Last Name
Add another Director?
*
Yes
No
Name of Director #3:
*
First Name
Last Name
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Names of LLC Members
These are the owner(s) or partner(s) in the LLC.
Name of LLC Member:
*
First Name
Last Name
Add another LLC Member?
*
Yes
No
Name of LLC Member #2:
*
First Name
Last Name
Add another LLC Member?
*
Yes
No
Name of LLC Member #3:
*
First Name
Last Name
Add another LLC Member?
*
Yes
No
Name of LLC Member #4:
*
First Name
Last Name
Is your LLC managed by its members?
*
Yes (most common)
No, we have managers who are not members
No / I don't know
Name of LLC Manager:
*
First Name
Last Name
Add another LLC Manager?
*
Yes
No
Name of LLC Manager #2:
*
First Name
Last Name
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Business Tax Structure
Information needed by Bean Counter for accounting and tax purposes.
What is the tax treatment for your Corporation?
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C-Corporation (Form 1120)
S-Corporation (Form 1120-S)
I don't know
What is the tax treatment for your LLC?
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S-Corporation (Form 1120-S)
Partnership (Form 1065)
Sole Proprietorship (Form 1040, Schedule C)
I don't know
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Documents Frequently Requested by Third Parties
Information needed by Bean Counter to help you open bank accounts, apply for loans, etc.
Does your Corporation have Minutes of the First Meeting of the Directors?
*
Yes
No
Do you need help creating Minutes of the First Meeting of the Directors?
Yes
No
Upload First Meeting Minutes:
*
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Does your Corporation have Bylaws?
*
Yes
No
Do you need help creating Corporate Bylaws?
*
Yes
No
Upload Corporate Bylaws:
*
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Has your Corporation Issued Shares?
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Yes
No
Do you need help issuing Shares or Share Certificates?
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Yes
No
Name of Shareholder #1:
*
First Name
Last Name
Enter Number of Shares to issue to Shareholder #1:
*
Add another Shareholder?
*
Yes
No
Name of Shareholder #2:
*
First Name
Last Name
Enter Number of Shares to issue to Shareholder #2:
*
Add another Shareholder?
*
Yes
No
Name of Shareholder #3:
*
First Name
Last Name
Enter Number of Shares to issue to Shareholder #3:
*
Add another Shareholder?
*
Yes
No
Name of Shareholder #4:
*
First Name
Last Name
Enter Number of Shares to issue to Shareholder #4:
*
Add another Shareholder?
*
Yes
No
Name of Shareholder #5:
*
First Name
Last Name
Enter Number of Shares to issue to Shareholder #5:
*
Upload Share Certificate(s):
*
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Does your Corporation have an Ultimate Beneficial Owner (UBO) Agreement?
*
Yes
No / I don't know
Do you need help creating an Ultimate Beneficial Owner (UBO) Agreement?
*
Yes
No
Upload UBO Agreement:
*
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Does your LLC have an Operating Agreement?
*
Yes
No / I don't know
Do you need help creating an LLC Operating Agreement?
*
Yes
No
Upload LLC Operating Agreement:
*
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Do you have a Business License?
*
Yes, I will provide it below
Yes, I will provide it later
No / I don't know
Do you need help applying for a Business License?
*
Yes
No
Upload Current Business License:
*
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Sales Tax Information
Information needed by Bean Counter to process sales tax returns and payments.
Does your business sell Goods, Services, or Both?
*
Goods
Services
Other
Will Bean Counter be responsible for your Sales Taxes?
*
Yes
No
Does your business have a Seller's Permit?
*
Yes, I will provide it below
Yes, I will provide it later
No / I don't know
Seller's Permit Number:
*
Do you need help applying for a Seller's Permit?
*
Yes
No
Do you use a POS (point-of-sale) system? (ex: Aloha, Clover, Square)
*
Yes
No
Will you share access to your POS with Bean Counter?
*
Yes, I already have
Yes, I will provide it below
Yes, I will share access later
No, I will provide POS reports as needed only
Login Information for POS:
*
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Bank Information
Information needed by Bean Counter to quickly download transactions for reconciliation.
Will you share view-only online access to your Bank Accounts and/or Credit Cards with Bean Counter?
*
Yes, I already have
Yes, I will provide it below
Yes, I will share access later
No, I will provide paper statements and checks as needed only
Login Information for Primary Bank or Credit Card:
*
Add another bank or credit card?
*
Yes
No
Login Information for Bank or Credit Card #2:
*
Add another bank or credit card?
*
Yes
No
Login Information for Bank or Credit Card #3:
*
Add another bank or credit card?
*
Yes
No
Login Information for Bank or Credit Card #4:
*
Add another bank or credit card?
*
Yes
No
Login Information for Bank or Credit Card #5:
*
Add another bank or credit card?
*
Yes
No
Login Information for Bank or Credit Card #6:
*
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Bill Payment Information
Information needed by Bean Counter to facilitate your bill payments.
Will Bean Counter handle any of your Bill Payments?
*
Yes
No
What methods will Bean Counter use to pay your bills? (select all that apply)
*
EFT or ACH payments
Paper checks
Credit card payments
Other
Please specify other payment type to be used:
*
Will Bean Counter need to print signed paper checks on your behalf?
*
Yes
No
Would you like to provide a signature image here?
*
Yes
No
Upload Signature Image:
*
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Name of Bank used for Bill Payments:
*
Bill Payment Bank Account Type:
*
Checking
Savings
Do you know your Bank Account and Routing Numbers?
*
Yes
No
Bill Payment Bank Routing #:
*
Bill Payment Bank Account #:
*
Re-enter Bill Payment Bank Account #:
*
Do you need to share third-party vendor online access with Bean Counter?
*
Yes, I will provide info below
Yes, I will provide info later
No
Login Information for Vendor Website:
*
Add another Vendor Website?
*
Yes
No
Login Information for Vendor Website:
*
Add another Vendor Website?
*
Yes
No
Login Information for Vendor Website:
*
Add another Vendor Website?
*
Yes
No
Login Information for Vendor Website:
*
Add another Vendor Website?
*
Yes
No
Login Information for Vendor Website:
*
Add another Vendor Website?
*
Yes
No
Login Information for Vendor Website:
*
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Contact Information
Information needed by Bean Counter for general correspondence.
Who is the best Point of Contact for your business?
*
First Name
Last Name
Point of Contact Phone Number:
*
Format: (000) 000-0000.
Point of Contact E-mail Address:
*
example@example.com
Who is the Responsible Party for your business? (Full Legal Name):
*
First Name
Last Name
Does the Responsible Party have a valid State-Issued ID Card?
*
Yes, I will provide it below
Yes, I will provide it later
No / I don't know
Responsible Party State-Issued ID Card #:
*
Upload Responsible Party State-Issued ID Card Front:
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Does the Responsible Party have a valid Social Security #?
*
Yes, I will provide it below
Yes, I will provide it later
No / I don't know
Responsible Party Social Security #:
*
Add another Responsible Party?
*
Yes
No
Responsible Party #2 Full Legal Name:
*
Responsible Party #2 State-Issued ID Card #:
Upload Responsible Party #2 State-Issued ID Card Front:
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Responsible Party #2 Social Security #:
Add another Responsible Party?
*
Yes
No
Responsible Party #3 Full Legal Name:
*
Responsible Party #3 State-Issued ID Card #:
Upload Responsible Party #3 State-Issued ID Card Front:
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Responsible Party #3 Social Security #:
Add another Responsible Party?
*
Yes
No
Responsible Party #4 Full Legal Name:
*
Responsible Party #4 State-Issued ID Card #:
Upload Responsible Party #4 State-Issued ID Card Front:
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Responsible Party #4 Social Security #:
Is there anything else you would like Bean Counter to know?
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Submit
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