Elitist Simple Bookkeeping Onboarding Form

Please complete this form to the best of your knowledge.

Once complete someone from our bookkeeping team will reach out to you within 1-2 business with the next steps in your onboarding process.

Business Owner's Information

Full Name *

Social Security Number *

Date of birth *

Address *

City *

State *

Postal code *

Email *

Phone *

Business Information

Business Legal Name *

Employee Identification Number (EIN) *

Business Start Date *

What is the legal structure of your business? *

What state is your business registered in? *

Do you have a business license?

Yes

No

What is your business industry?

Business Address

City

State

Business Phone Number

Business Website (if available)

Upload Documents

Upload Drivers License *

Choose File

Upload Social Security Card *

Choose File

Upload EIN paperwork from the IRS *

Choose File

Upload Secretary of State Paperwork

Choose File

Submit Onboarding Form

By submitting this form, you are giving Elitist Business Solutions consent to contact you

via phone call, emall and text in regards to your business's bookkeeping / accounting services. By signing below you confirm that any information is true and accurate

accurate.

I agree to the terms & conditions outlined above.

E-Signature Below *

Clear

Elitist Simple Bookkeeping Onboarding Form

ALL RIGHTS RESERVED | Elitist Business Solutions