Client Onboarding | Clarity Bookkeeping by Christine

Before we begin

To ensure we're both ready, please confirm that both of the following have already been sent to Christine@claritybookkeepingbychristine.com before continuing.

My engagement letter has been signed and returned to Christine

The signed letter confirms our working agreement and the scope of services

My payment authorization (ACH) form has been completed and sent to Christine

This authorizes the billing arrangement we discussed

Please confirm both items above before continuing.

Haven't received these documents yet? Contact Christine and she'll get them to you right away.

Your progress Step 1 of 5

Business Entity

Bookkeeping

Payroll

Tax

Review

Business Entity Documents

These foundational documents help me understand your business structure and get everything set up correctly from the start. Upload what you have — if something isn't ready, you can always send it later.

Entity Formation

This could be your Articles of Organization (LLC), Articles of Incorporation (Corp), Partnership Agreement, or any document showing how your business was formed.

Upload entity formation document(s)

or click to browse · PDF, JPG, PNG

EIN (Employer Identification Number)

Upload EIN letter

IRS CP-575 or 147C letter

EIN Number Format: XX-XXXXXXX

Business Owners / Members

Upload owners list

Operating agreement, ownership schedule, etc.

Owner(s) Names & Ownership %

Bookkeeping Access & Information

This is everything I need to see your accounts and understand your financial activity. Read-only access is all I ever need — you keep full control of your accounts at all times.

Banking Access

Read-only access only. Most banks offer a "view only" or "accountant" access option that lets me see transactions without the ability to move money. You can find this in your bank's user/access settings. Alternatively, you can export and upload statements below.

Bank Name(s) & Access Method

Upload bank statements (optional)

or click to browse · PDF, CSV, or Excel

Credit Card Access

Credit Card(s) — Read-Only Access or Notes

Upload CC statements (optional)

or click to browse · PDF, CSV, or Excel

Third-Party Integrations (PayPal, Square, etc.)

PayPal / Square / Other Payment Platform Login Info or Notes Never share passwords here. Use secure methods like a password manager's share feature or arrange with Christine directly.

Payroll Information

Payroll records

Reports, summaries, or service exports

Payroll Service & Notes

Liabilities

Liability documents

Loan statements, leases, notes payable

Liability Notes

Fixed Assets & Depreciation

Asset / depreciation schedule

Prior depreciation schedule if available

Asset Notes

Sales Tax & Worker's Compensation

Sales Tax ID & Filing Frequency

Worker's Comp Policy / Notes

Sales tax filings

Recent returns if available

Worker's comp certificate

Policy declaration or certificate

Payroll Details

If payroll does not apply to your business, just indicate that below and move on. If it does, the information here helps me get your payroll records set up and accurate from the start.

Does this section apply?

Yes — I have employees or use a payroll service

No — no payroll at this time

You can skip to the next section

Prior Year Tax Returns & Tax Documents

Prior year business tax returns give me a valuable picture of your financial history. Business returns only — personal returns are not needed unless your business is a sole proprietorship or single-member LLC filing on Schedule C.

Business Tax Returns

Upload prior year business tax returns

or click to browse · PDF only · Upload as many years as you have

Welcome.
Let's get everything set up.

Your information has been submitted.
Thank you!

Welcome.Let's get everything set up.

Your information has been submitted.Thank you!

Welcome.
Let's get everything set up.

Your information has been submitted.
Thank you!