Client On-Boarding

Required for both New and Existing Clients

Welcome to One Stop Consulting Shop! We are excited to have you as a client and to be your trusted accounting partner!  In addition to being 100% virtual, we also have digitized the majority of our in-take forms, making the on-boarding process simple and fast to get started!  We use an encrypted client portal for you to upload sensitive financial and personal information, making this process safe and secure.

Ready to Select your Services?

Please Click on the link below for the services you would like assistance with.  If you have questions, please email: 

One Stop Consulting Shop, LLC uses an encrypted file sharing program for the safety and security of your financial data.  If you will be working with us and want to get a head start on uploading your documents, please complete the following quick form and you will receive an email with a link and prompt to change your password.  We can always reset your password if needed.  Thank you! 

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