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!  New this year is our digital on-boarding platform.  Whether you are signing up for bookkeeping, payroll or tax services, you can now complete the majority of your paperwork on-line, making the 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. 

 

Please Click on the link below that will take you to the on-boarding page that you need.  If you have questions, please email:  info@onestopconsultingshop.com 

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.