Accounting Services Onboarding Form

Full Legal Name of Company/Organization

FEIN

Business TypeProvide a brief description of business

Business Start Date

Business Owner(s) Information

First Name

Middle Name

Last Name

Shareholder Percentage

Email Address

Phone

Street Address

Apartment, suite, etc

City

State/Province

ZIP / Postal Code

Country

Business Address

Physical Business Street Address

Physical Business Suite

Physical Business City

Physical Business State/Province

Physical Business ZIP

Physical Business Country

Is the Business Physical Address the same as the Business Mailing Address?YesNoIf No, please enter Business Mailing Address Below

Business Mailing Street Address

Business Mailing Suite

Business Mailing City

Business Mailing State/Province

Business Mailing ZIP / Postal Code

Business Mailing Country

Business Email Address(will receive sensitive financial information, can only be one)

Point of Contact InformationThe Main Point of Contact is the person we will reach out to with expense, payroll and general questions concerning your account (this can be more than 1 person).

Contact Name

Contact Title

Email Address

Contact Phone

Please upload or provide the following documents:

Most recent financial statement

Most recent filed business tax return

Copies of bank statements for any back work

Copies of current bank statements and credit card statements if no logins provided.

Billing NotesBilling Estimates

Additional NotesAdditional instructions or information

Forms

Accounting Services Onboarding Form

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Please provide OKTap (Sales/Beverage Tax) login information:

Provide routing & accounting for payments of these taxes