WellCFO Onboarding

1
What is your legal business name?* This field is required.
2
Email address You want us to use for all communications* This field is required.
example@example.com
3
What is your business structure?
Sole Proprietorship (Schedule C)
Partnership
LLC
S-Corp
C-Corp
Other
4
Who would you consider your management team? Please list names and roles.
Huge
Large
Normal
Small
Ok
Ok
5
Who is your CPA or tax advisor (Name, firm)
6
Who on your team is responsible for payroll processing?
7
Who would you like to have access to the client portal? Inside the portal will be financial statements, budgets, and other information we share with you.
8
Who are we authorized to discuss financial details with?
9
Please provide us access to your QuickBooks Online. Please set up the user as Matt Krieger using the email address cfo@wellcfo.com. See video for walkthrough instructions.1. Sign in to your QuickBooks Online account as a primary or company admin. 2. Go to Settings ⚙ and select Manage users. 3. Select the Accounting Firms tab. 4. Select Invite firm. 5. Enter your accountant's email address or their firm's user ID. 6. Select Save. Note: If you have enabled two-step verification, enter the code you received on your mobile device and select Continue.
10
Did you add us as an accountant in your Quickbooks Online?* This field is required.If not, go to previous question for instructions.
YESNO
11
What is your payroll software?
12
What platform are you using as a CRM or lead tracking system (if relevant)?
13
What is your, or your systems, point-of-sale software? Can you please provide us access to this software.
14
What other systems are critical to your business?
15
Last 3 months of all bank and credit card statements.Please upload for all accounts on your balance sheet.
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Max. file size: 10.6MB
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16
Most recent tax return.We use this to ensure that we create a proper tax package and that your accounting records are accurately reflected.
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17
Current budget or forcast (if applicable)
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18
Current loan agreementsIf your balance sheet includes a loan, we use this information to ensure that the loan balance is accurately reflected at all times.
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Max. file size: 10.6MB
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19
Partnership or Operating AgreementWe request your operating agreement to accurately track ownership, partner payments, and tax treatment—ensuring your books reflect how your business is structured.
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