CLIENT ONBOARDING FORM
Full Name
*
First Name
Last Name
Suffix
E-MAIL
example@example.com
Phone Number
*
Format: (000) 000-0000.
How did you hear about BLCG Tax Geeks?
Please Select
Facebook
Instagram
Google
Referral
Tiktok
Flyers
Others
Company/Business Registered Name/EIN
Business Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
What is the nature of your business? (e.g., retail, service-based, manufacturing)
How long has your business been operating?
What is the legal structure of your business? (e.g., sole proprietorship, partnership, corporation)
Have you worked with a bookkeeper or accounting professional before?
Please Select
YES
NO
Do you currently have an in-house bookkeeping system or software?
Please Select
I don't have a Bookkeeping System/Software
Quickbooks
Xero
FreshBooks
Wave Accounting
Zoho Books
NetSuite (Oracle)
Others
Are you up to date with your financial records and bookkeeping tasks?
Please Select
YES
NO
What are your specific bookkeeping needs and requirements?
Do you need assistance with payroll processing?
Please Select
YES
NO
How often do you need financial reports?
Monthly
Quarterly
Semi-annual
Annual
Are you responsible for sales tax collection and reporting?
Please Select
YES
NO
How often do you want to meet with your Accounting Team?
Please Select
Monthly
Quarterly
Semi-annual
Annual
What kind of financial analysis or forecasting do you require?
Does the company have any assets? If so, how many?
Do you have existing loans? If yes, how many?
Are there any specific regulations or industry-specific accounting practices you need to adhere to?
Please Select
Yes
No
If yes, please
If Yes, please specify:
What is your preferred method of communication for financial updates and discussions?
Phone
Email
SMS
How many company credit cards do you have?
Are there any business lines of credit?
Do you have A/P or A/R?
Do you need invoicing for your clients?
How many business bank accounts will be connected?
Submit
Should be Empty: