1. Instructions

    1. Instructions

  2. Personal Information

    1. *Your full name

    2. *Your address

    3. *Your primary contact number

    4. *Your email address

  3. Company Information

    1. *Company name

    2. *Company address

    3. *Company primary contact number

    4. *Company email Address

    5. *Tax ID: Employer Identification Number

    6. Tax ID: State Tax ID

    7. *Are there any other owners or directors?

  4. Business Details

    1. *In a few sentences, please describe your business

    2. *What type of entity does your business categorise itself as?

    3. *For how long has your business been in operation?

    4. Do you have any DBA names?

  5. Financial Details and Records

    1. *On average, what is your Gross Monthly Revenue?

    2. *How many employees does your business have?

    3. *How many contractors does your business work with?

    4. *Do you outsource payroll?

    5. *How many accounts do you have?

    6. *How many transactions are made on a monthly basis?

    7. *When was the last time you filed taxes?

    8. *What accounting method do you use?

    9. How do you normally prepare your invoices? Is this a service you’d like done for you?

    10. How do you normally pay your bills? Is this a service you’d like done for you?

  6. Sales tax

    1. *Sales tax

  7. Inventory

    1. *Do you have inventory?

  8. Systems

    1. What general ledger / accounting software do you currently use?

    2. What payroll software do you currently use?

    3. What bill pay software do you currently use?

    4. What expense management software do you currently use?

    5. What reporting software do you currently use?

    6. Do you make use of any apps that integrate with your current bookkeeping software?

  9. Documentation

    1. *Incorporation or organization documents

    2. *Recent tax returns

    3. *Recent tax forms

    4. *Bank statements

    5. *Balance sheets

    6. *Cash flow statements

    7. *Investment portfolios

    8. *Loan documentation (including banks/directors/third parties)

    9. *Lease or hire purchase agreements

    10. *Property mortgage or rental agreements

  10. Curious

    1. Do you have any plans to expand or scale back operations?

    2. If you could solve one challenge in your company, what would it be?

    3. What does a successful accountant relationship look like to you?

    4. How do you think we can add value to your company?

    5. Please provide us with an approximate date you’d like us to begin

    6. Are you coming to us from another accounting firm?

    7. *Is there anything else we should know about your company?

Accounting Client Onboarding - Business (USA)


Accounting Client Onboarding - Business (USA)

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Instructions

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*Your full name

*Your address

*Your primary contact number

*Company name

*Company address

*Company primary contact number

*Tax ID: Employer Identification Number

Enter your Employer Identification Number (EIN).

Tax ID: State Tax ID

 Enter your state tax ID if applicable.

*Are there any other owners or directors?

  • Yes

  • No

*In a few sentences, please describe your business

What do you do? What industry does your business fall under? What products/services do you offer?  

*What type of entity does your business categorise itself as?

E.g: LLC, C Corp, S Corp, Sole Proprietorship, Partnership, etc

*For how long has your business been in operation?

Do you have any DBA names?

Are you doing business with a alternative or fictitious name?


If you're conducting business under a name other than its legal name, it's called a "Trading As" name or "Doing Business As" DBA name.


If applicable, please enter each name in use on a separate line.


If you do not have a "Doing Business As" name, write "N/A".

*On average, what is your Gross Monthly Revenue?

Please use American Dollars (USD)


Tip: Gross monthly revenue is the total sales revenue for the month. For example, (number of goods sold x the price of goods sold)

*How many employees does your business have?

Employees only please. We'll ask about contractors next.

*How many contractors does your business work with?

*Do you outsource payroll?

  • Yes

  • No

*How many accounts do you have?

This may include:


  • Bank accounts - checking and savings
  • Credit card accounts
  • PayPal
  • Bank loans
  • Equipment leases


*How many transactions are made on a monthly basis?

Include all of the accounts above in this number. An estimate is fine.

*When was the last time you filed taxes?

*What accounting method do you use?

  • Cash

  • Accrual

  • Unsure

How do you normally prepare your invoices? Is this a service you’d like done for you?

How do you normally pay your bills? Is this a service you’d like done for you?

*Sales tax

  • Yes

  • No

  • Unsure

*Do you have inventory?

  • Yes

  • No

What general ledger / accounting software do you currently use?

You may leave this empty if this does not apply to you.

What payroll software do you currently use?

You may leave this empty if this does not apply to you.

What bill pay software do you currently use?

You may leave this empty if this does not apply to you.

What expense management software do you currently use?

You may leave this empty if this does not apply to you.

What reporting software do you currently use?

You may leave this empty if this does not apply to you.

Do you make use of any apps that integrate with your current bookkeeping software?

Include anything you think we should know about.


You may leave this empty if this does not apply to you.

*Incorporation or organization documents

Please upload your company incorporation certificates and letters of acceptance (S-Corp). 

Choose fileor drag a file here

*Recent tax returns

Upload your most recent tax returns or Schedule C, including full fixed asset listing and depreciation schedules.


Include payroll tax and sales tax returns, if applicable.

Choose fileor drag a file here

*Recent tax forms

Upload your most recent tax forms including Form 1096 and 1099-Misc.

Choose fileor drag a file here

*Bank statements

Please provide us with your latest bank statements for all bank accounts and credit cards.

Choose fileor drag a file here

*Balance sheets

Choose fileor drag a file here

*Cash flow statements

Choose fileor drag a file here

*Investment portfolios

Please provide documentation for any company-held investments.

Choose fileor drag a file here

*Loan documentation (including banks/directors/third parties)

If you have any business loans, please upload the original documentation. If you don't have any, leave this blank and click submit.

Choose fileor drag a file here

*Lease or hire purchase agreements

Choose fileor drag a file here

*Property mortgage or rental agreements

Choose fileor drag a file here

Do you have any plans to expand or scale back operations?

If you could solve one challenge in your company, what would it be?

What does a successful accountant relationship look like to you?

What would you like us to do? How often would you like to hear from us? How will you know when the relationship becomes successful for you? How do you quantify success?  

How do you think we can add value to your company?

Please provide us with an approximate date you’d like us to begin

If you're not sure, leave empty.

Are you coming to us from another accounting firm?

  • Yes

  • No

*Is there anything else we should know about your company?

Is there anything else you'd like to mention or add that we missed?