Business Owner Name First Name Last Name Email Business Name Business Address Business Entity Type Sole Proprietor LLC S-Corp C-Corp Non-Profit EIN or SS NEW CLIENT CHECKLIST - PLEASE COMPLETE AS SOON AS POSSIBLE: Add your Miterra Bookkeeper as an ACCOUNTANT USER to your Quickbooks account Add your Miterra Bookkeeper as a Limited User on your bank account and provide the login details If Applicable: Provide login details to your business credit card account(s) If Applicable: Provide login details to your e-commerce account If Applicable: Provide login details to your merchant processor account If Applicable: Provide login details to your payroll account If Applicable: Provide login details to your sales tax account Thank you! New Client Onboarding Questionnaire
