New Bookkeeping Client Onboarding

Please complete LFG's New Bookkeeping Client Onboarding.

Dear Client,

You are requested to complete this form because you have expressed interest and need Bookkeeping Services. Please provide the information and documents requested in this form, so we may begin the onboarding process for your business. All information you provide is strictly confidential, and we shall not disclose any personal client information without the client's consent.

Before completing the form, you may need digital copies of the following documents (not all may apply to your business):

• >FEIN Registration Letter (Form SS-4)
• >If elected S-Corp tax treatment - IRS confirmation letter
• >Scan/picture of voided check - all business checking and payroll bank accounts

Please Note: If you do not have one or more of the requested documents or information on hand, you can skip that specific question(s) and complete / submit the information that you currently have. We will follow up with you regarding any missing documents and information afterward.

Thank you!
LFG Accounting Services, LLC

You can securely upload any additional documentation not mentioned in this form to your, linked here, LFG ACCOUNTING CLIENT PORTAL.

Please upload a proof of EIN such as FEIN Registration Letter (Form SS-4) to your, linked here, LFG ACCOUNTING CLIENT PORTAL.

Please upload a Certificate of Incorporation (called Articles of Incorporation in some states) and By-laws OR Certificates of Formation and Limited Liability Company Operating Agreements to your LFG ACCOUNTING CLIENT PORTAL. Please confirm upload, or if you don't have or can't upload the requested document(s), please provide clarification below.

To set up your QBO account bookkeeping service, (if not already connected), we will need your assistance to add your business bank account(s) (business checking, business savings, business credit cards, etc.) to your account so that QBO can download business transactions feed and use if to create your company accounting records.

Additionally, we will need to obtain monthly PDF bank statements for your business banking accounts to perform accounting reconciliations in your company's books. We will discuss this with you during the LFG BOOKKEEPING SERVICE KICK-OFF CALL.

You can securely upload any additional documentation not mentioned in this form to your LFG ACCOUNTING CLIENT PORTAL ACCOUNT.