Come and join us to learn about...

How to stay in your why on high-value revenue generating tasks

When to spend and what to spend it on

How not to burn yourself out

It's Time to Begin the First Step In Your Onboarding Process!

Please complete the following so we can kick things off!

COMPANY PROFILE

First Name *

Last Name *

Email *

Street Address *

City

State

Country

Postal code

Company Website *

Year(s) in Business *

Industry *

FEIN *

SS Number *

Company Logo *

BANK INFORMATION

#1 Business Bank Name *

#1 Type of Account *

#1 Online Access Username *

#1 Online Access Password *

#1 Business Bank Address *

#1 Business Bank Account Number *

#2 Business Bank Name *

#2 Type of Account *

#2 Online Access Username *

#2 Online Access Password *

#2 Business Bank Address *

#2 Business Bank Account Number *

#2 Business Bank Account Routing *

CREDIT CARD INFORMATION

#1 Business Credit Card Company Name *

#1 CC Company Website *

#1 CC Card Number *

#1 CC Online Username *

#1 CC Online Password *

#1 CC Security Code/Last 3 Digits *

#2 Business Credit Card Company Name *

#2 CC Company Website *

#2 CC Card Number *

#2 CC Expiration Date *

#2 CC Security Code/Last 3 Digits *

#2 CC Online Username *

#2 CC Online Password *

CURRENT ACCOUNTING SYSTEM

(QBO or Other)

Accounting Software Type *

Accounting Software Website *

Accounting Software Username *

Accounting Software Password *

Accounting Software Other Response *

Separate Payroll? *

Other Payroll Website Response

Payroll Username

Payroll Password

Payment Processor(s)?

Payment Processor(s) Response

#1 Payment Processor(s) Username

#1 Payment Processor(s) Password

Last Year Annual Expense Total

Last Year Annual Gross Revenue Total

Number of Employees Projected Annually In the Coming Year

Number of 1099 Contractors Projected Annually In the Coming Year

THANK YOU FOR THIS OPPORTUNITY TO PARTNER WITH YOU!

-TEAM KWK