Onboarding Process

Welcome to CLN Booking! We are excited to support all of your bookkeeping, client-care, or tax-time readiness needs. As part of the onboarding process, please follow these steps to get prepared for our first meeting. This process is important for determining your individual business needs and efficiently building the systems to support the growth of your business.

Step One

Complete the intake form.

Step Two

Schedule a call with us.

Step Three

Gather important information.

Step Four

View the guides and tutorials.

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Page 1

First Name*

Last Name*

What is your business name?*

What is the best email address to contact you?*

What is the best phone number to reach you?*

Page 2

What’s the structure of your business?*

Examples: sole proprietor/schedule C, LLC electing to file as an escorp

How much did your business make last year?*

Are your personal finances and business finances separated?*

Yes

Who do you bank with for your business?*

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How many business bank accounts do you have? *

For your business bank accounts, who is your provider (Chase, Capital One, etc)?

Account Type

Provider

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Do you have business credit cards?*

Yes

Who is your business card provider? List all.

Provider

How do you collect money or payment from clients (i.e. Stripe, PayPal, Zelle, Quickbooks, Invoices, HCH, Venmo, check, etc.)? List all.

Service

Notes

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Do you have a W2 / Payroll / Employees?*

Yes

Who is your payroll provider or service (i.e. Gusto, Quick books)?*

Are you interested in transferring payroll services to CLN?*

Yes

Do you pay contractors?*

Yes

How do you pay contractors (1099) or third-party vendors?*

How do you pay yourself?*

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How do you want to see your income on reports?*

High level summary

Program/product detail lines

I am not sure

Do you have a virtual assistant or administrator that supports you with finances or billing?*

Yes

Please provide your assistants name and email address*

Do you have a QuickBooks account?*

Yes

If you have a QuickBooks account, use the Invite an Accountant Function and send to christina@clnbookkeepingservices.com

Your form has been submitted

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