Client Onboarding

Welcome to JSJ Consultants! To get started, please complete this onboarding form. Your information will help us understand your business, set up your bookkeeping correctly, and ensure a smooth, tailored experience from day one.

Business Name

Federal EIN

Business Opening Date

YYYY

Contact Person

First Name

Last Name

Phone

(###)

###

####

Business Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Do you have quickbooks account?

Yes

Federal Tax Filing Forms

Do you have Payroll?

Yes

What is your Payroll Provider & Login Credentials

STATE UNEMPLOYMENT INFORMATION

What is the account number & login credentials

Do you have a CPA?

Yes

CPA Contact details

If you don't have a CPA, do you need a referral?

Yes

3rd Party Software (If applicable)