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CLIENT ONBOARDING FORM
Client Onboarding Form | Newland Bookkeeping & Tax Services
CLIENT ONBOARDING FORM
Your Name :
Company Name :
Address, City, and State :
EIN :
State ID :
Phone :
Cell Phone :
Email :
What is the best time to reach you?
Website (if applicable) :
I am currently providing the following services (please check the one(s) you are interested) :
Choose...
BOOKKEEPING SERVICES
ACCOUNTING SERVICES
SOFTWARE TRAINING SERVICES
PAYROLL SERVICES
TAX SERVICES
BUDGET FORECAST
ADVISORY SERVICES
What is your industry ?
What form of business do you have ?
How many years you have been in business ?
Do you have employees?
Yes
No
What is the time frame for implementing the services you’re inquiring about?
Do you use the QuickBooks?
Yes
No
If yes, which edition?
Desktop
Online
If no, would you like to use QuickBooks?
Yes
No
What software do you use?
Do you have an accountant or bookkeeper?
Yes
No
If yes, what is the name of the accountant's accounting firm?