Client Onboarding

Let’s get your books set up right.

This tells us everything we need to begin your bookkeeping. We’ll review and approve it, then you can sign in to your documents.

Your details

Who we’ll be working with.

Full name

Phone

Your role at the business

Business & legal

The legal and tax details we need on file.

Legal business name

Doing-business-as (DBA) / trade name

EIN / tax ID

Entity type

Industry

Fiscal year end

Business address

Ownership

Who owns and is responsible for the business.

Owners / members (names + ownership %, one per line)

Prior accountant / bookkeeper (if any)

Banking & credit cards

Every account you use, so we can reconcile them all.

Number of bank accounts

Number of credit / debit cards

Bank accounts (bank, account name, last 4, type — one per line)

Credit / debit cards (issuer, card name, last 4 — one per line)

Loans & debt

Current financing so we account for principal & interest correctly.

Number of loans

Loan details (lender, collateral, balance, payment — one per line)

Accounting & history

Where you are now, so we pick up cleanly.

Prior accounting software

When should the books start?

Custom chart of accounts (paste or list account names if you have one; else we use a standard setup)

Prior-year tax returns on file?

Prior bookkeeping files / records available?

Payroll

If you have employees.

Number of employees

Payroll provider

Pay schedule

Vendors & customers

Who you pay and who pays you.

Main vendors (one per line)

Main customers (one per line, incl. payment terms if known)

1099 contractors / subcontractors (names)

Tax

So we handle sales tax and filings right.

Do you collect sales tax?

Are you registered for sales tax?

Services & start

What you need from us and how we’ll work.

Services needed (reconciling, AP/AR, payroll, sales tax, financials, catch-up…)

How will you share documents / statements?

Anything else we should know?

We’ll review everything and approve your onboarding, then you can sign in to see your documents.