New Business Client Form

New Business Customer Intake Form

Company Name *

Do you have an EIN Number? *

EIN Number (No Dashes) *

Company Address *

Company Address

City

State/Province

Zip/Postal

First Name *

Last Name *

Email *

Confirm Email *

Phone *

What is your current Accounting System? *

I understand that I need to add alex@trailsidecpa.com to Zoho *

No Yes

I understand that I need to add alex@trailsidecpa.com to Wave *

No Yes

I understand that I need to add alex@trailsidecpa.com to QuickBooks on-line *

No Yes

Please Provide Excel Files (xlsx or csv file formats) *

Maximum upload size: 52.43MB

Phone *

Are you the in-house accounting contact? *

Your accounting contact name (first and last) *

Your accounting contact email address *

Confirm Your accounting contact email address *

Your accounting contact phone number *

Do you have Employees? *

How is the payroll processed? *

Are you happy with those services? *

Would you like us to provide you with a quote? *

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