Bookkeeping Client Onboarding (USA)

Instructions

Thank you for your interest in our services. Before we get started, we're going to need some information from you.

Please ensure that all information you enter here is accurate and true.

What do you need to know?

Provide all required information here using this form.
Click ✓ Ok to submit and check off each request.
Drafts are saved automatically and your progress restored (so you don't have to complete the checklist in one go

Need help?

Click the message icon in the top left corner to leave a message or comment for the question or section you're stuck in or need help with.

Getting started

Click the ✓ Ok button below to get started.

*Your full name

*Your address

*Your primary contact number

*Your email address

*Company name

*Company address

*Company primary contact number

Company email Address

*Tax ID: Employer Identification Number (EIN)

Enter your EIN below. If you have a state tax ID, please enter it on a second line

Tax ID: State Tax ID

Enter your EIN below. If you have a state tax ID, please enter it on a second line

*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, Corporation, Sole Proprietorship, Partnership, etc

*For how long has your business been in operation?

Do you have any "Doing Business As" names?

Does your business have an alternative or fictitious business name? If so, please list each on a separate line.

Tip: A "Doing Business As" (DBA) or "Trading As" name is used by companies that do not operate under their registered company name. Registering the fictitious name with a relevant government body is often required.

*On average, what is your Gross Monthly Revenue?

Please enter in US Dollars (USD).

Tip: Gross monthly revenue is the total sales revenue for the month. (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 should 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?

*Do you report sales tax?

Yes
No
Unsure

*Do you have inventory?

Yes
No

*What general ledger / accounting software do you currently use?

e.g. Quickbooks Online, Xero

*What payroll software do you currently use?

e.g. Gusto, Wagepoint, ADP

*What bill pay software do you currently use?

e.g. Bill.com, Plooto

*What expense management software do you currently use?

e.g. Expensify

*What reporting software do you currently use?

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

Include anything you think we should know about

*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

Do you currently work with an accounting firm?

Yes
No