Onboarding Form – Remote Bookkeeping

PART 1: Basic Information

Contact Information

Full Name *

Phone Number *

Home / Mailing Address

Email Address *

Company Information

Business Name *

Business Phone Number

Business Address

Business Email Address

Tax Information

Employer Identification Number (EIN)

Tax Filing Deadline — Month / Year

Preferred Tax Filing Method

PART 2: About Your Business

Briefly describe your business and what it does

Business Entity Type

How long has the business been operating?

PART 3: Current Bookkeeping Practices

PART 4: Engagement Details

Preferred Start Date for Bookkeeping Services

Best Time to Reach You

Preferred Communication Method(s)

Email Phone Client Portal Video Call

Declaration

I confirm that the information provided above is accurate and complete to the best of my knowledge.

Client Signature *

Date *

Bookkeeping Client Onboarding Questionnaire