Client Onboarding

Tell us about your business.

A few minutes here saves us a discovery call. We'll come back within one business day with a tailored scope and a clear next step.

Step 1

About you

Full name *

Role / title

Email *

Phone

Step 2

Legal name *

DBA (if different)

Website

Entity type

State of incorporation

Year founded

Step 3

Industry

Approx. annual revenue

Employees

Bank accounts

Credit card accounts

Payment processors

Step 4

Current accounting software

How current are the books?

Who handles the books today?

Step 5

Pick everything that applies.

Timeline

Reporting cadence

Step 6

How should we stay in touch?

Preferred correspondence method

What's the most efficient way for us to reach you?

Preferred notification methods

How should we send updates, reminders, and reports? Pick all that apply.

Step 7

Context, questions, or specific challenges

We'll reply within one business day. Your information stays confidential.