Bookkeeping Onboarding Questionnaire What bookkeeping services are you interested in? Monthly BookkeepingYearly BookkeepingPayroll Services1099 FilingSales Tax ManagementQuickBooks SetupQuickBooks TrainingOther Name Email Address Phone Number Current Address City Zip/Postal Code Country Social Security Number Date of Birth Are you a US Citizen? YesNo Desired Business Name business Type NoneDBALLCCorporation Business Start Date EIN Number Business Address City Zip/Postal Code Country Business Phone Number Business Email Address Business Website Business Activity Please describe what your business does [textarea*businessactivity] How is your business currently structured? NoneDBALLCCorporation What is your business's current tax status? Sole Proprietor (Schedule C)Partnership (Form 1065)S Corporation (Form 1120S)C Corporation (Form 1120) Current Number of Employees Current Number of Contractors 2021 Total Business Revenue [text* 2021-revenue] 2021 Total Business Expenses [text* 2021-expenses] Do you have a business bank account? YesNo Business Bank Routing Number Business Bank Account Number Business Online Banking Username Business Online Banking Password Do you use any third party apps such as Square, PayPal, Cash App, or Venmo in your business? YesNo If yes, please provide your login information for all third party apps (to connect bank feeds): Additional Info Please use this space to provide any additional information you believe is important. How did you hear about us? GoogleCraigslistInstagram/FacebookDirect ReferralOther Please tell us who referred you Submit Form
