New Client On-Boarding

BOOKKEEPING AND PAYROLL

Welcome to One Stop Consulting Shop! We are excited to have you as a client and to be your trusted partner as your accounting team!  We believe transparency is crucial as we outline our working relationship.  Please complete the in-take form below to get started and download our Terms of Engagement to be returned to our secure client portal.  Together, we will plan today for a successful tomorrow!


Complete to Get Started!

(To Submit, click "Send" following our agreed upon Fees.)

I am ready to get started!  By clicking submit, I authorize One Stop Consulting Shop to begin setting up my accounting system, create my client portal and expect my on-boarding documents to follow within 5 business days.

Note: Please fill out the fields marked with an asterisk.


Encrypted Portal

Click below to upload any sensitive financial documents.  Please make sure your name is on each page uploaded.  For payments, upload credit card (both sides) or voided check.

Required to Begin All Services

Download
Recurring Payment Form and Engagement Terms
Payment Auth Form - Recurring Payment Fo
Adobe Acrobat Document 249.4 KB
Download
New Company On-boarding Form
New company setup checklist - REV 11-8-1
Adobe Acrobat Document 224.2 KB

Payroll Forms

Please complete for Payroll Services.

Download
Payroll Set Up Forms - Required
PAYROLL SET UP 2020.pdf
Adobe Acrobat Document 261.4 KB
Download
Form W9 - for your Contractors
fw9.pdf
Adobe Acrobat Document 129.0 KB

Download
Form W4 - for your Employees
fw4 2018.pdf
Adobe Acrobat Document 123.8 KB
Download
Form I-9 - for your Employees
i-9.pdf
Adobe Acrobat Document 72.7 KB

CLICK BELOW TO UPLOAD YOUR DOCUMENTS: