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New Client Onboarding Form
The purpose of this form is to begin the onboarding process for new bookkeeping clients to gather the necessary information before moving forward in the process.
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* Indicates required question
Name of business
*
Your answer
Type of Business/Industry
*
Your answer
Business mailing address
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Your answer
Business email address
*
Your answer
Business website
Your answer
Business phone number
*
Your answer
What accounting systems do you currently use?
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Your answer
Do you have payroll? If so, how do you perform payroll?
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Your answer
How many bank accounts do you have? How many credit cards?
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Your answer
Are bank accounts and credit cards kept separate for business and personal use?
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Yes
No
How do you store supporting documents, files, and receipts?
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Your answer
Are your tax returns current?
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Yes
No
What is the last month that a full bank reconciliation was completed?
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Your answer
Do you have inventory? Do you report sales tax?
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Your answer
Approximately how many transactions come through your bank account each month?
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Your answer
How do you record sales/invoice your customers?
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Your answer
How do you pay your bills?
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Your answer
Do you need cleanup work? If yes, please provide summary of work needed.
Your answer
What is currently working well for you in your bookkeeping setup?
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Your answer
What isn't going well for you in your bookkeeping setup? Or, what could be better?
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Your answer
Is there anything else you would like us to know about your situation? Pain points? Growth goals?
Your answer
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