Onboarding Name * First Name Last Name Email * Phone * (###) ### #### In which state is your business located? * Please tell me a bit about your business and what bookkeeping services you need: * Please provide your website URL (if applicable) How are you currently keeping your books?* * Quickbooks Online Quickbooks Desktop Spreadsheets Xero Netsuite Sage Other Bookkeeping system What is your business entity? * Sole proprietor Partnership S Corp C Corp Non Profit Single Member LLC (filing as sole prop) Single Member LLC (filing as corporation) Other Is your business considered a covered entity subject to HIPAA rules * Yes No What is your business industry? * How many locations does your business have that it needs bookkeeping for? * Which bookkeeping software functions do you currently use or want to use? * Location Tracking Class Tracking Project Tracking None of the above Which accounting basis does your business use * Cash Basis Accrual Basis Don't Know Which of the following account types do you have? * Checking Savings Credit Card Paypal Venmo Cash App Wise Other How many of each of the above account types do you have? * What are your sources of income? * How do you receive client payments, and how many payment processing accounts do you have?* * Do you have a sales tax obligation? If so, in what state(s)? Is this remitted for you by a payment processor or platform, or do you manually remit sales taxes? * For ecommerce businesses - which platforms do you sell on? If you have inventory, how are you currently tracking inventory? Do you use a perpetual or periodic inventory system? Do you track any loans or fixed assets in the books?* * Approximately how many income transactions do you have per month? * Approximately how many expense transactions do you have per month? * What is your approximate annual gross revenue * Do you have any W2 employees or 1099 Contractors? * Do you need assistance with contractor payments or payroll services? * Who is your current payroll provider (if applicable)? * Do you need assistance with 1099s at year end? * Yes No Don't Know Do you need assistance with AP? * Yes No Don't Know Do you need assistance with AR? * Yes No Don't Know What currencies are you using? * Are you interested in tracking receipts? * Yes No Maybe Are your business and personal transactions mixed or separate? * Do you ever pay for business expenses with personal bank accounts? * Do you ever pay for personal expenses with business bank accounts? * Are your books up to date or do you need catch up or clean up services? If so, how many months need to be caught up / cleaned up? * When were your accounts last reconciled? * Please select preferred frequency of bookkeeping services * Ongoing Bookkeeping - Monthly One-time catchup / Clean up / Setup project Any additional details? Would you prefer me to call, text, or email you in response to this form? * How did you hear about us? QR Code Referral Diwan Accounting Blog Social Media None of the above Thank you for onboarding with us.Looking forward to working with y’all! Stay tuned for the next steps