New Client Onboarding

Business info

Legal business name *

DBA (if different)

Business entity type *

EIN / Tax ID

State of incorporation

Year business started

Business address

Owner / primary contact

Owner name *

Your role / title

Email *

Phone

Best time to reach you

QuickBooks Online access

To connect your books, Quinton needs to be added as an Accountant user in QuickBooks Online. Go to Settings → Manage Users → Accounting Firms and invite quinton@clearledgerbk.com. Fill in the fields below once that's done.

QBO invite sent?

QBO subscription plan

QBO connected to your bank accounts?

Notes on your QBO setup

Bank & financial accounts

No account numbers needed — just bank name and account type.

Business checking account(s)

Business credit card(s)

Other accounts (savings, line of credit, etc.)

Payroll

Do you have W-2 employees?

Payroll platform (if any)

Payroll frequency

Subcontractors

Do you regularly use subcontractors?

List your most common subs (name and trade)

W-9s on file for your subs?

Current books & history

How would you describe your current books?

Months that need to be caught up?

Did you have a previous bookkeeper?

Anything else Quinton should know before getting started?