Bookkeeping Service New Client Onboarding Form

Bookkeeping Welcome Form

Please provide your details to get started with our bookkeeping services.
Business Name:
Employer Identification Number (EIN):
Type of Business:
Owner Full Name:

First NameLast Name
Email Address:
example@example.com
Phone Number:
Please enter a valid phone number.Format: (000) 000-0000.
Preferred Contact Method:
Business Address:

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
QuickBooks
Do you already have a QuickBooks account?
Services Requested:
Service Years Requested:
CPA / Tax Preparer Information
Name / Firm:
Phone:
Please enter a valid phone number.Format: (000) 000-0000.
Email:
example@example.com
Most Recent Tax Year Filed:
Financial Accounts & Liabilities

Please list your bank accounts, credit cards, and any loans or financing you have.
Bank Accounts: (please list account names and last 4 digits)
Credit Cards: (please list card names and last 4 digits)
Loans & Financing: (please list lenders and balances)
Assets: (please list asset names and values - vehicles, properties, equipment, etc.)
Statements and Documents

Please provide logins and/or upload all bank & credit card statements, loan & asset statements, check copies, most recent tax return, and other supporting documents here.
Statements and Documents

Accepted: PDF, JPG, PNG. Max file size 10MB each.
Cancelof
Please confirm:
E-signature

Please sign using your finger or mouse.
Additional Notes or Instructions:
Should be Empty:

Bookkeeping Welcome Form