CLIENT APPLICATION FORM
Apply to work with our firm. This application helps us determine fit for our specialized business strategy, bookkeeping, and financial services.
Business Overview
Legal Business Name:
*
Owner Name:
*
Phone Number:
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email:
*
example@example.com
State(s) of Operation:
*
Firm Structure
Number of preparers:
*
Number of EROs:
*
Service bureau?
*
Please Select
Yes
No
Average monthly transactions:
*
Services Requested
*
Bookkeeping Only
Payroll Only
Bookkeeping + Payroll
Payroll Details
Employees, Contractors, or Both?
*
Please Select
Employees
Contractors
Both
Payroll frequency desired:
*
Please Select
Weekly
Monthly
Quarterly
Yearly
Preferred payout days?:
*
Complexity Indicators
Backend fee upcharges?
*
Please Select
Yes
No
Preparer splits?
*
Please Select
Yes
No
ERO payouts?
*
Please Select
Yes
No
What are you seeking help with?
*
Strategy
Business compliance
Bookkeeping
All of the Above
Are you prepared to invest in professional services starting at: $497and goes as high as $16,800 depending on your business needs for payroll and/ or bookkeeping?
*
Yes
No
Acknowledgments
*
I understand tax return preparation is NOT included
I agree to provide system access
I understand services are paused if payment is not received
Signature:
*
Printed Name:
*
First Name
Last Name
Today's Date:
*
/
Month
/
Day
Year
Date
Submission does not guarantee acceptance. Approved applicants will receive next steps via email.
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