Client Onboarding & Required Forms

To provide accurate and efficient service, B & D Bookkeeping LLC uses a streamlined onboarding process designed to protect both you and your business. The following forms and documents may be required before services begin:

• To make getting started easy, B & D Bookkeeping LLC provides a single, comprehensive Client Onboarding Package that includes all required forms in one convenient download.

  This package contains:

  • Welcome Letter 

  • Engagement Agreement

  • Documents Check List and for QuickBooks Checklist List 

  • EIN / W-9 Request Form

  •  

  Providing these documents together helps ensure a smooth, efficient onboarding process while keeping your information secure and organized from the start.