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Onboarding!

Welcome to Jordan J Bookkeeping! To ensure a smooth onboarding, there are several things we need from you. Please fill out the onboarding form below, and don't hesitate to reach out if you have any questions!

Looking forward to being apart of your success!

Jordan Joyce

Contact name

Contact Email Address *

Bus. Entity Type:

Federal EIN

Articles of Organization

Time Period Needed

Number of Bank Accounts

Number of Credit Cards:

Has Payroll?

Yes

No

If Yes, How many state/s and employee/s?

If No, Do you need assistance in setting up payroll?

Yes

No

Do you have an existing QuickBooks File?

Yes

No

Do you have business loans?

Yes

No

If Yes, We need an access to relevant statements

Do you have any prior year tax returns?

Yes

No

By submitting your information, you confirm that all the details provided are accurate and agree that anyone from Jordan J Bookkeeping may contact you by phone, SMS, email, or mail to communicate information about appointments and occasional marketing communications.

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