Get Started | BigDogBookkeepingLLC

Getting Started

Please fill out this form. Once submitted, we will reach out to schedule your consultation and confirm your form entries before continuing the onboarding process.

General Business Information

Legal Business Name

DBA (Doing Business As) if applicable

Business Physical Address

Business Mailing Address (if different)

Employer Identification Number (EIN) / Tax ID

Primary Contact Details

Primary Contact Name (First, Last)

Title/Role in Company

Phone

Email

Current Accounting Setup

What accounting software do you currently use?

Quickbooks Online

Xero

Excel/ Spreadsheets

None/ Other

Fiscal Year End

What accounting method do you track

Cash

Accural

Unsure

Do you have a CPA or tax preparer?

Yes

No

if yes, Name/Firm

Financial & Banking Profile

How many active banking accounts do you have?

How many active business credit cards do you have?

Do you have business lines of credit or loans?

Do you currently use a payment processor? e.g. Stripe, Paypal, Shopify

Payroll & Operations

Do you have employees or contractors?

Yes

No

if yes, current payroll provider (e.g. Gusto, ADP)

Are you required to remit tax?

Yes

No

Availability for Consultation

What time zone are you currently in?

Do you have a preference on day of the week?

Are there any concerns or questions you have that you'd like us to discuss during consultation?

Once we receive your submission, please keep an eye on your email. We will email you consultation avalability times for your choosing. Thank you.