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New Blue Bookkeeping Client Checklist

Business Profile Details

Business Mailing Address(Required)

Additional Business Information

Employees

List
First Name
Last Name
Position
 

Banking Details

Checking – Bank Name
Bank Name
Bank Name
Bank Name
 
Savings – Bank Name
Bank Name
Bank Name
Bank Name
 
Credit Cards – Company Name
Company Name
Company Name
Company Name
 

Please Provide the Following Documents under the My Accountant Share Document Section:

Business Documents:

Accepted file types: jpg, gif, png, pdf, Max. file size: 1 GB.
Max. file size: 1 GB.

Tax Documents:

Max. file size: 1 GB.

Financial Documents:

Max. file size: 1 GB.
Max. file size: 1 GB.
Max. file size: 1 GB.
Max. file size: 1 GB.
Max. file size: 1 GB.
Max. file size: 1 GB.

Bookkeeping To Dos – **These must be completed in order for Blue to start the bookkeeping service**