Start Here Start Your QuickBooks Journey A. Business Information Business Name (required) Legal Name (if different) Industry/Type of Business Business Address Website (if any) Primary Contact Name (required) Contact Phone Contact Email (required) B. QuickBooks Online Access Have you invited me as a user to your QuickBooks Online? YesNo If no, would you provide login credentials or give admin access? Do you currently have bank and credit card accounts connected to QBO? YesNo C. Current Financial Status Are your books up to date? YesNo If no, how far behind are they? Do you have previous financial reports or statements I should review? D. Financial Details (Optional) List of vendors and customers (if available) Do you use payroll? If yes, do you provide payroll access or reports? Do you have any outstanding loans, credit lines, or special accounts to track? E. Chart of Accounts & Preferences Do you have a chart of accounts set up in QuickBooks? YesNo Any special categories or account setups you want to ensure are included? F. Communication & Reporting Preferred method of communication EmailPhoneVideo CallsOther How frequently do you want financial updates or reports? WeeklyMonthlyQuarterly Any specific reports or metrics you want me to provide regularly? G. Additional Information Any upcoming projects, investments, or changes I should know about? Any special instructions or bookkeeping preferences? H. Agreement I understand the scope of bookkeeping services to be provided (required) [acceptance* acceptance-1] Yes Client Initials (required) Signature Date
