CLIENT FIRST NAME
*
CLIENT LAST NAME
*
CONTACT PHONE
EMAIL
*
WHAT LANGUAGE DOES CLIENT PREFER?
ENGLISH
SPANISH
BUSINESS NAME
*
DBA NAME (IF APPLICABLE)
BUSINESS ENTITY TYPE
*
EIN #
PRIMARY CONTACT TITLE
*
CHOOSE ALL SERVICES NEEDED
*
BOOKKEEPING
BUSINESS TAX PREPARATION
PAYROLL
TAX PLANNING & STRATEGY
SALES TAX FILINGS
IRS NEGOTIATIONS
ACCOUNTS PAYABLE/BILL PAY
common.other_option
Business Address
State
City
Postal Code
DID THE CLIENT CHOOSE MONTHLY OR QUARTERLY BOOKKEEPING SERVICES?
MONTHLY BOOKKEEPING SERVICES
QUARTERLY BOOKKEEPING SERVICES
WILL CLIENT USE BOOKKEEPING SOFTWARE?
YES
NO
WILL THE CLIENT USE QUICKBOOKS?
YES
NO
DOES CLIENT NEED A P&L REPORT GENERATED?
YES
NO
HOW MANY ACCOUNTS NEED TO BE RECONCILED?
IS THIS CLIENT SWITCHING FROM ANOTHER PAYROLL COMPANY?
CLIENT IS SWITCHING FROM A DIFFERENT PAYROLL COMPANY
BRAND NEW TO PAYROLL
SALES TAX FREQUENCY?
ONE-TIME
MONTHLY
QUARTERLY
ACCOUNTS PAYABLE/BILL PAY FREQUENCY?
ONE-TIME
MONTHLY (add on to Bookkeeping Service)
TOTAL MONTHLY ACCOUNTING FEE:(MONTHLY BOOKKEEPING, PAYROLL,MONTHLY SALES TAX, ETC.)
$
BUSINESS TAX PREPARATION FEE:
$
TOTAL ONE-TIME SERVICE FEE: (DO NOT INCLUDE TAX PREPARATION FEE)
$
TOTAL QUARTERLY SERVICE FEE:
$
BUSINESSS TAX PREPARATION PAYMENT
PAID IN FULL
50% DEPOSIT (BUSINESS TAX PREPARATION FEE ONLY)
OFFICE NOTES
PAYMENT SUMMARY - CALCULATED AUTOMATICALLY
MONTHLY RECURRING CHARGE
QUARTERLY RECURRING CHARGE
TOTAL DUE AT SIGNING:
TOTAL DUE AT SIGNING
BUSINESS TAX PREPARATION FEE DUE AT SIGNING
BUSINESS TAX PREPARATION FEE DUE AT SIGNING:
REMAINING BALANCE DUE UPON COMPLETION
BEFORE SUBMITTING MAKE SURE THE CLIENT HAS SUBMITTED PAYMENT
After you Submit, the client will automatically receive onboarding contracts and emails to the email address you entered
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