New Bookkeeping Service Request Form

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Please complete the below information and completed the associated secure Adobe webforms to help facilitate onboarding. Your responses will be sent to you in an email.

If you have multiple business that need bookkeeping, please complete this form for each business.

Please review our service price guide here.

If you are a new client, you must also complete the New Client Tax Request Form here.

Note, these forms are used to facilitate processing. They do not constitute an engagement letter. Services are only provided to individuals and businesses with a signed engagement letter. Please see additional terms and conditions below.

Email *

Contact Person *

Contact Person Email Address *

Business Name *

Phone Number *

Please read and acknowledge our terms of service.

I have read and agree to CMR Associates Terms of Service

Required

Do you have an existing engagement with CMR Associates for your personal returns or a separate business?

Yes

Clear selection

Please complete this form: Business Client Information Form *

Yes and I have completed the new business creation form

Do you need assistance setting up your new business (state registration, tax ID, etc)

Yes

Clear selection

Service Tier Requested (see service price guide for information on these tiers) *

Basic Bookkeeping

Basic Bookkeeping with Payroll

Advanced Bookkeeping

Hourly Bookkeeping

Other:

Required

Do you have an existing accounting system or other business system? (please provide the name of the system you are using in "other" below) *

Yes

Other:

Required

Please briefly describe your business operations *

How many bank accounts does your business have? *

How many credit card accounts do you use exclusively for this business? *

We will be needing your bank statements (including credit cards) and will be requesting for them on a regular basis. Are you able to provide the following (please tick all that apply). Note, additional charges apply when you are not able to provide read-only access. Note, Capital One does not have a "Read Only" access option. *

Official PDF Bank Statement (Required if read-only access not available)

Bank statements in CSV format

Online Read-only online access

Required

Where do you bank? Please list all bank relationships. *

Please choose all that apply based on your cash disbursement process. Note, not issuing checks from your accounting system will result in additional accounting charges.

You issue checks

Use online wire transfers for payments

You maintain and update a manual check register

You maintain and update accounting system's check register

Do you have any existing long-term loans? *

Yes

Are currently running payroll? (please provide the name of the system you are using in "other" below) *

Yes

Other:

Required

If a tax return is required, would you like CMR Associates to also prepare all required tax returns? *

Yes

Other:

Required

How did you hear about CMR Associates?

Do you have anything else you need to make sure gets included in your file (for example, have you already spoken to a partner about pricing).

A copy of your responses will be emailed to the address you provided.

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