Client Onboarding Step 1 of 4 25% InstructionsWelcome! Welcome! We’re glad to have you here and look forward to helping you get your bookkeeping organized. Please read the instructions below before completing the intake form. How it works This form makes it simple to send us your information and keep everything together in one place. You’ll move through the form step by step using the Next button at the bottom of each section. A progress bar at the top will show how far along you are. On the final page, click Submit to send us everything. Important Notes Your progress can be saved. If you need to come back later, click Save and Continue at the bottom of the page. Answer every question as best you can. If something does not apply, just type N/A. Upload documents directly into this form where prompted. This keeps everything organized and avoids delays from missing emails. If you need help If you’re stuck on a question or unsure what to provide, just reach out to us at crystal@crmbookkeeping.com or call 774-521-3903. Click Next below to begin. Company InformationPrimary Contact First Last Business Address Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code PhoneEmail Website Financial and Tax InformationHow many employees does your business have?Please enter a number from 1 to 20.Does your business work with subcontractors?YesNoDo you outsource payroll?YesNoHow many accounts do you have?Please enter a number less than or equal to 10.This should include: – Bank accounts – checking and savings – Credit card accounts – PayPal – Bank loans – Equipment leasesWhat accounting method do you use?First ChoiceSecond ChoiceThird ChoiceDo you have inventory?YesNoWhat inventory tracking software do you use? Software SystemsWhat general ledger / accounting software do you currently use?QuickBooks OnlineQuickBooks DesktopXeroOtherIf other, please tell us what you are currently using.Have you given us "accountant user" access?YesNoDo you need directions to give us access?YesNoWhat bill pay software do you currently use?e.g. Bill.com, PlootoUntitledWhat expense management software do you currently use?e.g. ExpensifyDo you make use of any apps that integrate with your current bookkeeping software?Include anything you think we should know aboutDocumentsFile Drop files here or Select files Max. file size: 2 GB. Please use this space to upload any reports we may need. Examples: bank statements for reconciling, payroll reports, Stripe or PayPal balances, loan statements, etc.
