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Bookkeeping Onboarding Form

Bookkeeping Onboarding

Company Information

Preferred Communication Method
Phone
Email

Other Information

Current Accounting System
Does Your Business Own Assets? (Equipment, Vehicles, Buildings, Other)
Yes
No
Current Payment Processor
Do You Have Inventory?
No
Yes:
Do You Run Any Personal Expenses Through The Business?
No
Yes:
Are You Required To File Sales/Use Taxes?
No
Yes:

Financial Information

Do You Use A Secondary Bank?
No
Yes:

Credit Card Information

Do You Have More Than 2 Banks Or Credit Cards
Yes
No

Loan Information

Please upload the following information to Canopy:

Year-to-date Bank Statements, Year-to-date Credit Card Statements, Loan Agreements & Statements, Copy of EIN Letter, Last 3 years tax returns including all schedules.

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