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Onboarding Checklist at Meru Accounting
This form is meant to requests for information and Documents for Setting up your accounting Process
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* Indicates required question
Email
*
Your email
Name Of Business Entity
*
Your answer
Name of your CPA or Bookkeeping Firm ( ONLY applicable to CPA , Bookkeeping firms and Tax practitioners )
Your answer
Bookkeeping Start period
*
MM
/
DD
/
YYYY
Bookkeeping you want us to do till which period : ( Ignore this if its recurring basis )
MM
/
DD
/
YYYY
Name of the Person with whom you talked first at Meru Accounting:
Choose
Mr. Rushabh Shah
Mr. Harnish Shah
Introductory Meeting is pending as of now.
Which software do you use for Accounting ?
Your answer
Country
*
USA
UK
AUS
UAE
Canada
India
Other:
What's your Year end ?
MM
/
DD
/
YYYY
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