Client Onboarding Questionnaire

Software & Services

What accounting software do you currently use?

QuickBooks Online

QuickBooks Desktop

Xero

Others

What specific services are you looking for? *

Bookkeeping

Reconciliations

AP

AR

Payroll / W2

Month end closing / Financial Reporting

What is your yearly Gross Income?*

Basis of Accounting

Cash

Accrual

Do you require 1099 preparation and filing?

Yes

No

Not Sure

Does the business currently have any loans or outstanding debts?

Yes

No

Do you need catch-up/cleanup work or only ongoing monthly work?

Yes

No

Will you provide access to your accounting software or should we set it up?

Do you require communication directly with vendors or customers (for AR/AP)?

Yes

No

Do you need payroll services?

Yes

No

Currently using any payroll software?

Shall we use same payroll software or you want to change?

Any additional information or special requirements?