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!


In-Take Form

(To Submit, click "Send" following Terms and Conditions.)

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 Services

Download
Payment Auth Form - Recurring Payment Fo
Adobe Acrobat Document 249.4 KB

Payroll Forms

Required to sign-up for Payroll Services

Download
Payroll Set Up Form.pdf
Adobe Acrobat Document 255.4 KB
Download
Payroll Financial Responsibility Form.pd
Adobe Acrobat Document 71.1 KB

Download
fw4 2018.pdf
Adobe Acrobat Document 123.8 KB
Download
fw9.pdf
Adobe Acrobat Document 129.0 KB
Download
i-9.pdf
Adobe Acrobat Document 72.7 KB
Download
IOP - Authorization for Direct Deposit.p
Adobe Acrobat Document 65.8 KB