Client Onboarding
Simple and secure client onboarding
The onboarding flow is designed to get new clients moving quickly while keeping financial information organized and secure.
1. Book a Free Consultation
2. Get a Custom Quote
3. Secure Onboarding
4. Monthly Bookkeeping Begins
Secure Intake
Client onboarding form
Common onboarding documents
QuickBooks Online accountant invitation
Recent bank statements
Recent credit card statements
Loan statements, if applicable
Payroll reports, if applicable
Prior year financial statements, if available
Prior tax return for context, if useful
Merchant processor reports, if applicable
Accounts receivable listing, if applicable
Accounts payable listing, if applicable