Client Onboarding Questionnaire

New Client Intake

Thank you for considering Vantier Bookkeeping. This short questionnaire helps us understand your business and recommend the right service. It takes about 5–7 minutes.
Fields marked * are required.

Leave this empty:

I. Client & Company Information

Tell us about you and your business.

Business name *

Please enter your business name.

Owner name *

Please enter the owner's name.

Phone number *

Please enter a phone number.

Email address *

Please enter a valid email address.

Business address

Industry

Entity type

EIN

EIN should be 9 digits (XX-XXXXXXX).

State of incorporation

II. Bookkeeping Information

Tell us about how your books are handled today.

Current bookkeeping software *

Please choose an option.

Approximate monthly transactions

How many BUSINESS bank accounts?

How many BUSINESS credit cards?

Do you charge SALES TAX?

Yes No

In which state?

Does your company have an online store?

Yes No

Which platform? (select all that apply)

Wix Shopify Other

Do you currently have a payment processor?
Select all that apply

No PayPal Venmo Square Stripe

Do you currently process payroll?

Yes No

Do you currently work with a CPA / Accountant?

Yes No

CPA / Accountant name

CPA / Accountant phone #

Last year that taxes were filed

Does the company manage inventory?

Yes No

III. QuickBooks Online

On-boarding request

If you don't currently use QBO (QuickBooks Online), would you be interested in on-boarding your company into QBO? *

Yes No I am not sure I already use QBO

Please choose an option.

Anything else we should know?

✓

Thank you!

Your questionnaire has been received. We'll review your information and reach out within 1–2 business days.

Questions in the meantime? Call 305.967.5469 or email contact@vantierbk.com.