New client

Client intake form

Tell us about your business so we can set up your bookkeeping and payroll. It takes about 10 minutes. Prefer paper? Download the printable PDF above.

Business details

Legal business name *

Doing business as (DBA)

Entity type

EIN

Industry

Street address

City

State

ZIP

Main contact name *

Email *

Phone

Fiscal year end (month)

Owners (name, title, % ownership)

Services *

Bookkeeping Payroll

Preferred start date

Current accounting software

Where are your books today?

Anything else we should know?

List the last 4 digits only. Never include full account numbers or passwords.

Bank, card and loan accounts (institution, type, last 4)

Number of employees

Number of 1099 contractors

Pay schedule

States where employees work

Current payroll provider

First payroll with Frontline

Benefits & deductions (health, 401k, garnishments)

I confirm this information is accurate and authorize Frontline Financial Solutions to use it to set up my services. *

Signature (type your full name) *

Title

Date *