(501) 529 0907

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Client Onboarding

We appreciate you helping us gather basic information about your business. It will take about 20 minutes to complete the form. An asterisk * means a response is required.

Name *

First

Last

Business Name *

Office Phone Number *

Mobile Phone Number

Email *

Mailing Address *

Business Entity Type *

LLC
Sole Propietor
Partnership
S-Corp
C-Corp

Describe your business not listed above

In what month does your fiscal year end? *

What are your major financial goal for the next 1 to 3 months? *

Are there any major challenges you foresee that could make it difficult to achieve your goals? *

Are there any pressing financial problems that need immediate attention? *

Which accounting system do you use? *

Who currently handles your accounting? (Please input Name(required), Phone Number, Email) *

Who is your tax preparer? *

Where are your business bank accounts held? Please list the financial institutions(s) *

Who runs payroll for your business? *

What company processes your payroll? (E.g.: ADP, Gusto, Paychex, Intuit, etc.) *

What is your payroll schedule? *

Who is responsible for invoicing your clients? *

What payment terms do you typcially offer? *

Due on

15 Days
30 Days
45 Days
60 Days
Other (Please Specify Below)

specify

Other payment terms not listed above

Do you offer your clients an early payment discount? *

No
Yes (Please Describe Below)

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What is your early payment discount? *

How do clients pay you? Check all that apply. *

ACH / electronic bank transfer
Cash
Check
Credit Card
Wire
Other - Please Describe Below

other payment method

Describe your payment method not listed above

Do you have trouble collecting payment from clients on time? *

If you take credit card payments, who is your payment processor / merchant services provider? *

Who is responsible for paying bills? *

How do you pay bills? Check all that apply *

ACH
Cash
Check
Credit Card
Vendor's online payment portal
Other - please describe below

describe below

Describe your other payment method not listed above:

Anything else you'd like to share?

responsible What for

Is there anything that's very important for us to know

We take a holistic tailor-made approach to your accounting and finance needs and deliver actionable insights of the business financials that enables you to make a sound fact-based decision to grow and sustain your business.

Contact Info

+1 (501) 529-0907
info@vibrantaccountants.com

Services

Outsourced Controller and CFO Services
Bookkeeping
Accounting
Tax Planning & Preparation
Business Advisory Services

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Home
About
Services
Client Center
- Client Onboarding
Contact

Client Onboarding

We appreciate you helping us gather basic information about your business. It will take about 20 minutes to complete the form. An asterisk * means a response is required.

Contact Info

Services

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