New Client Intake

Let’s get your books
balanced from day one.

Tell us a little about your business so we can set everything up correctly.

01Business Information

Business / Client Name *

Business Address

Phone Number

Email Address *

Point of Contact

Tax ID / EIN

Preferred Method of Communication

Email Text Phone call

02Accounts to Reconcile

List each business checking, savings, credit card, or other account that needs reconciling. Add as many as you need — just the basics here, not login details.

03Account Access

🔒

For your security, please don’t enter any usernames or passwords here. We’ll set up access the safe way — through a shared 1Password vault or read-only access from your bank — and walk you through it after you submit.

I understand I’ll share account access securely through 1Password (or read-only bank access), not on this form.

04Anything Else

Notes for our team

Let’s get your booksbalanced from day one.

Let’s get your books
balanced from day one.