Bookkeeping Client Onboarding Checklist Form
Please complete this checklist to help us set up your bookkeeping account efficiently.
Business Name
*
Primary Contact Name
*
First Name
Last Name
Business Type
*
Please Select
Sole Proprietorship
Partnership
Corporation
LLC
Nonprofit
Other
Bookkeeping Software Used
*
Please Select
QuickBooks Online
Xero
FreshBooks
Wave
Other
Bookkeeping Software Access Needed
*
Yes, please set up access
No, access already provided
Types of Financial Accounts to Set Up
Bank Accounts
Credit Card Accounts
Loan Accounts
Payroll Accounts
Other
Document Delivery Preference
Upload to Secure Portal
Email
Other
Reporting Needs
Monthly Financial Statements
Quarterly Reports
Year-End Summary
Custom Reports
Tax or Filing Schedule
Please Select
Monthly
Quarterly
Annually
Not sure
Prior Bookkeeping Status
Up-to-date
Some periods missing
No prior bookkeeping
Special Notes or Requests
Submit Checklist
Should be Empty: