• LATZ Legacy Group LLC — Bookkeeping Client Onboarding Form

    Share your business details and bookkeeping needs so LATZ can set up your accounts accurately and efficiently.

  • Business & Owner Information

  • Business Start Date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.
  • Format: (000) 000-0000.

  • Bookkeeping Service Needs

  • Services Needed*

  • Current Accounting System

  • Accounting system currently used*
  • Are your records current?*

  • Banking & Financial Accounts

  • Please do not provide online banking passwords. If accountant access is available, you may provide secure read-only access details through a separate secure method.
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  • Income & Sales

  • How does your business earn money?*
  • Payment methods accepted*
  • Do you issue invoices?*
  • Do you track accounts receivable?*
  • Do you receive any 1099-K forms?*

  • Expenses & Vendors

  • Primary expense categories*
  • Are bills and accounts payable tracked?*
  • Do you pay contractors or vendors?*
  • Do you collect W-9 forms from contractors/vendors?
  • Do you need help with 1099 filing?

  • Payroll & Employees

  • Do you have employees?*
  • Are payroll tax filings current?
  • Payroll support requested

  • Sales Tax

  • Does your business collect sales tax?*
  • Are sales tax filings current?

  • Inventory

  • Do you sell products or carry inventory?*
  • Does cost of goods sold need setup or review?

  • Prior Bookkeeper / Accountant

  • Do you currently or previously have a bookkeeper or accountant?*
  • Are prior-year books closed?*
  • Were year-end adjustments provided by a tax preparer or CPA?

  • Tax & Compliance

  • Format: (000) 000-0000.
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  • Outstanding tax or compliance issues

  • Documents & Access Checklist

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  • Upload a File
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  • Upload a File
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  • Upload a File
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  • Upload a File
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  • QuickBooks / Software Access

  • Can you invite LATZ as an accountant/bookkeeper user in your accounting software?*

  • Bookkeeping Engagement Preferences

  • Reports Desired*
  • Would You Like a Monthly Review Call?*

  • Client Certification & Authorization

  • Final Notes

  • Should be Empty: