Acme Inc.

Accounting Client Onboarding Checklist - Business (USA)

  1. Instructions

    1. Instructions

  2. Client Information

    1. *Business Name

    2. *Employer Identification Number (EIN)

    3. *Business Structure

    4. *Industry

    5. *Registered Office Address

    6. *Principal Place of Business

    7. *Phone Number

    8. *Email Address

    9. *Website

  3. Primary Contact Information

    1. *Full Name

    2. *Position/Title

    3. *Phone Number

    4. *Email Address

  4. Key Business Details

    1. *Business Commencement Date

    2. *Do You Have Any "Trading As" or "Doing Business As" (DBA) Name.

    3. *Nature of Business Activities

    4. *Number of Employees

    5. *Annual Revenue

  5. Accounting Services Required

    1. Please Select The Accounting Services You Require

    2. Do you Require Any Other Tax Registrations?

  6. Existing Financial Information

    1. Previous Accountant/Bookkeeper

    2. Last Financial Statements

    3. Last Tax Return Filed

    4. Sales Tax Filings

    5. Payroll Records

    6. Previous Year's Financial Data

  7. Accounting Software and Systems

    1. Current Accounting Software (e.g., QuickBooks, Xero, Sage)

    2. Access Details (e.g., login credentials, user permissions)

    3. Payroll Software

    4. Other Financial Systems (e.g., CRM, inventory management)

    5. Do You Have Data Migration Requirements?

  8. Taxation Information

    1. Federal Tax Information

    2. State Tax Information

    3. Local Tax Information

    4. Do You Require Sales Tax Registration

    5. Do You Require Payroll Tax Registration

    6. Do You Require Franchise Tax Registration

    7. Other Tax Registrations Required

  9. Financial and Business Goals

    1. Short-Term Goals

    2. Long-Term Goals

    3. Budget and Forecasting Needs

  10. Legal and Compliance Information

    1. Articles of Incorporation/Organization

    2. Operating Agreement/Bylaws

    3. Partnership Agreement (if applicable)

    4. State Registration

    5. Local Business Licenses

    6. Industry-Specific Licenses and Permits

  11. Banking Information

    1. Bank Account Details

    2. Bank Statements

    3. Credit Card and Loan Accounts

  12. Insurance Information

    1. General Liability Insurance

    2. Professional Liability Insurance

    3. Workers Compensation Insurance

    4. Other Insurance

  13. Curious

    1. Are You Coming to Us From Another Accounting Firm?

    2. How Did You Hear About Us?

    3. Is There Anything Else We Should Know About You or Your Company?

Accounting Client Onboarding Checklist - Business (USA)


Accounting Client Onboarding Checklist - Business (USA)

Acme Inc.



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*Response requiredBusiness Name

*Response requiredEmployer Identification Number (EIN)

*Response requiredBusiness Structure

*Response requiredIndustry

*Response requiredRegistered Office Address

*Response requiredPrincipal Place of Business

*Response requiredPhone Number

+31

*Response requiredWebsite

*Response requiredFull Name

*Response requiredPosition/Title

*Response requiredPhone Number

+31

*Response requiredBusiness Commencement Date

*Response requiredDo You Have Any "Trading As" or "Doing Business As" (DBA) Name.

Are you conducting business under a name other than its legal name (using an alternative or fictitious name)?

*Response requiredNature of Business Activities

*Response requiredNumber of Employees

*Response requiredAnnual Revenue

Please Select The Accounting Services You Require

  • Bookkeeping

  • Payroll Services

  • Tax Preparation and Filing

  • Sales Tax Compliance

  • Financial Statement Preparation

  • Management Reporting

  • Business Advisory Services

  • Audit and Assurance Services

Do you Require Any Other Tax Registrations?

Previous Accountant/Bookkeeper

Last Financial Statements

Choose filesor drag files here

Last Tax Return Filed

Choose filesor drag files here

Sales Tax Filings

Choose filesor drag files here

Payroll Records

Choose filesor drag files here

Previous Year's Financial Data

Choose filesor drag files here

Current Accounting Software (e.g., QuickBooks, Xero, Sage)

Access Details (e.g., login credentials, user permissions)

Payroll Software

Other Financial Systems (e.g., CRM, inventory management)

Do You Have Data Migration Requirements?

  • Yes

  • No

Federal Tax Information

Choose filesor drag files here

State Tax Information

Choose filesor drag files here

Local Tax Information

Choose filesor drag files here

Do You Require Sales Tax Registration

  • Yes

  • No

Do You Require Payroll Tax Registration

  • Yes

  • No

Do You Require Franchise Tax Registration

  • Yes

  • No

Other Tax Registrations Required

Short-Term Goals

Long-Term Goals

Budget and Forecasting Needs

Articles of Incorporation/Organization

Choose filesor drag files here

Operating Agreement/Bylaws

Choose filesor drag files here

Partnership Agreement (if applicable)

Choose filesor drag files here

State Registration

Choose filesor drag files here

Local Business Licenses

Choose filesor drag files here

Industry-Specific Licenses and Permits

Choose filesor drag files here

Bank Account Details

Bank Statements

Choose filesor drag files here

Credit Card and Loan Accounts

General Liability Insurance

Professional Liability Insurance

Workers Compensation Insurance

Other Insurance

Are You Coming to Us From Another Accounting Firm?

  • Yes

  • No

How Did You Hear About Us?

Is There Anything Else We Should Know About You or Your Company?