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 follow the instructions outlined below and if you have any questions, please email: email@example.com.
Together, we will plan today for a successful tomorrow!
Other important on-boarding instructions and assistance:
If you are using an outside payroll firm and we are handling the bookkeeping, we will need access to the payroll log-in so that we can import your payroll data on a monthly basis. This is important so that your liabilities and tax expenses are accurate for tax time!
To help us reconcile your accounts, please call your bank and request they set up (or help you to set up) “view only access”. This is NOT an "authorized user". Usually, the bank will need a name “Ivy Fivey” and email address firstname.lastname@example.org to email us a temporary log in credential. Or, you have the option of emailing us a PDF statement and a CSV or Excel download of the file monthly. If you choose this option, we also may need your guidance if checks are not visible.
For credit cards, we will need your own log-in and security question answers. Unfortunately, at this time, most credit cards do not provide “view only access”. Or, you have the option of emailing us the PDF statement and a CSV or Excel download of the file monthly.
If you are required to charge and remit sales tax, please also upload a copy of your drivers’ license so that we can register your account or if you already have it, please provide us your sales tax certificate number and business partner number. Please note that if you list a credit card to pay your monthly invoice, we also will need a voided check for your business bank account to remit your sales tax payment to the state as they do not allow credit card payments.
Finally, if you are using QuickBooks Online (QBO), please make sure to invite us as an Accountant User using the following email address: email@example.com OR if we will be creating a brand new QBO file for you, we will provide you administrative access once it is set up.
Remember, W2 employees complete a W4 and I9 form. Contractors complete W9. All employees/contractors must complete an Authorization for Direct Deposit Form. As the owner, you must complete the Onboarding Form and Financial Responsibility form.