New Client Onboarding

1 · Legal entity name (as it appears on formation documents)

State of formation

EIN — optional, happy to take this by phone instead

Ownership / members — names and rough %, approximate is fine

Primary contact — name

Primary contact — email

Primary contact — phone

Billing contact, if different from primary

2 · Where do your books live today? 2 · Where do your books live today? QuickBooks Online Odoo AppFolio Other / None

If QuickBooks Online: company name as it appears in QBO

If QuickBooks Online: who administers the account — you, a prior bookkeeper, someone else?

If Odoo: edition and hosting If Odoo: edition and hosting Odoo Online Odoo.sh Self-hosted Not sure

If Odoo: instance URL — e.g. yourcompany.odoo.com

If Odoo: modules in use If Odoo: modules in use Accounting / Invoicing Sales Purchase Inventory Payroll Other

If Odoo Online: plan tier If Odoo Online: plan tier One App Free Standard Custom Not sure

If AppFolio: instance URL

If AppFolio: approximate property count

If other or none: tell us how the books are kept today — spreadsheets and a shoebox is a real answer

3 · List ALL accounts — every bank account and credit card — one per line with the ending numbers, e.g. Chase checking ..1234 / Amex card ..2005

Total number of accounts, including cards and loans

Are bank feeds connected in your platform? Are bank feeds connected in your platform? All of them Some None Not sure

May we have view-only access to your bank and card accounts to pull monthly statements? Most banks offer read-only accountant access — we set it up securely with you later, never through this form. May we have view-only access to your bank and card accounts to pull monthly statements? Most banks offer read-only accountant access — we set it up securely with you later, never through this form. Yes — view-only access works No — we will upload statements each month Let us discuss on the kickoff call

4 · Prior bookkeeper or accountant — and where that handoff stands

Outside CPA — name and firm

Last closed period, if known — no idea is a fine answer

Known problem areas — tell us the ugly parts, they are our specialty

5 · Preferred way to communicate 5 · Preferred way to communicate Email Phone Text

Timezone TimezoneEasternCentralMountainPacificOther

Anything else we should know?

How did you hear about us?