Client Onboarding
CONTACT DETAILS
Full Name
*
First Name
Last Name
Title
Phone Number
*
Format: (000) 000-0000.
E-mail
example@example.com
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
COMPANY DETAILS
Company Legal Name*
DBA Name
Company Website
Type of Entity?
Please Select
C-Corp
S-Corp
LLC
Non-Profit
Other/Don't know
Primary Business Activity
ACCOUNTING DETAILS
Accounting Basis
Please Select
Cash basis
Accrual basis
Not sure
What is the current status of the accounting books and records?*
Please Select
Fallen Behind
Messy & Fallen Behind
Updated
Other
How many bank accounts do you have?*
Number of credit cards you have?*
Do you co-mingle personal and business expenses? (Mixing personal and business expenses by using a personal credit card for business transactions and vice versa)
Please Select
Yes
No
Maybe
Which accounting system do you use?*
Please Select
Quickbooks Online
Quickbooks Desktop
Xero
NetSuite
Nothing Yet
Other
How do you pay bills to vendors and contractors?*
Please Select
Quickbook Online Payment
Bill.com
Ramp payment
Melio
Manual Checks
Any additional information we should know? Kindly share any additional details about your business or requirements, and highlight anything unique about your accounting operation. Also provide any additional details based on the questionnaire above.
Submit
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