New Bookkeeping Set Up & Onboarding

Bookkeeping Sign-up
Email TrackerId
Legal Business Name*
Industry*
Entity type*
EIN
e.g., 23-1234567
Email*
example@example.com
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Business address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Owners' Information
Do you have an accounting software?

Yes, Quickbooks OnlineYes, OtherNo
Accounting Software name
Accountant Username
username to your accounting software assigned to SMAART Company accountant
Accountant Password
password to your accounting software assigned to SMAART Company accountant
Other information about your accounting software
Please invite businessaccounting@smaartcompany.com as your accountant to your quickbooks online account.

Please find the instructional video here.
Youtube
Do you need Catch Up Bookkeeping?

YesNo
How many months in retroactive?
Not counting present month
Upload bank statements of all retroactive bookkeeping months

Cancelof
Quoting Information
Have you been quoted yet?

YesNo
What services are you interested in?

Bookkeeping OnlyFull Service AccountingFractional CFOBill PayInvoicingCollectionsOther
How many bank accounts?
How many credit cards?
How many lines of credit or loans?
How many checks need to be written?
How many invoices need to be sent?
IMPORTANT

Please provide accountant access to businessaccounting@smaartcompany.com to all credit cards and bank accounts. This will streamline and expedite the accounting process.

I Agree:

By providing accounting information to SMAART Company, you, the client, affirm that the information submitted is accurate, complete, and true to the best of your knowledge. You also confirm that you have the legal authority and permission to share this information with SMAART Company. SMAART Company will not be held responsible for any inaccuracies or omissions in the data provided. It is your responsibility to ensure that all information supplied complies with relevant laws and regulations.
Signature
Date

MonthDayYear
Date
Opportunity Service
OpportunityId
Should be Empty:

Bookkeeping Sign-up

Owners' Information

Quoting Information