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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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Name of business *
Type of Business/Industry *
Business mailing address *
Business email address *
Business website
Business phone number *
What accounting systems do you currently use? *
Do you have payroll? If so, how do you perform payroll? *
How many bank accounts do you have? How many credit cards? *
Are bank accounts and credit cards kept separate for business and personal use? *
How do you store supporting documents, files, and receipts? *
Are your tax returns current? *
What is the last month that a full bank reconciliation was completed? *
Do you have inventory? Do you report sales tax? *
Approximately how many transactions come through your bank account each month? *
How do you record sales/invoice your customers? *
How do you pay your bills? *
Do you need cleanup work? If yes, please provide summary of work needed.
What is currently working well for you in your bookkeeping setup? *
What isn't going well for you in your bookkeeping setup? Or, what could be better? *
Is there anything else you would like us to know about your situation? Pain points? Growth goals?
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