Questions for Onboarding New Client
To start, please complete this short form to let us know your requirements. After you fill this out, we will reach out to you. Thank you in advance, and we look forward to meeting you.
Sign in to Google to save your progress. Learn more
Email *
Name
Your birthday
MM
/
DD
/
YYYY
Name of Shareholders/owners/partners
Contact number
 *
Company info (name, state, type (LLC, Inc., etc), ownership information, year started) *
What kind of services/products does your company provide? *
What do you need? *
Required
Are your tax filings up to date? If so, last year filed? *
Accounting software *
Required
Are all bank accounts/credit cards synced to accounting software? *
Revenue Channels *
How many bank/credit card/paypal accounts do you have for business? *
When is the last time your book was reconciled? *
How many transactions (all accounts) per month in average? *
Do you have any questions?
Submit
Clear form
Never submit passwords through Google Forms.
This form was created inside of GBO.

Does this form look suspicious? Report

Google Forms