Onboarding Intake Form

Let's Start the Conversation

Reach out to discuss how our specialized financial operations and strategic advisory support can help your organization scale with total control and strategic confidence.

CALL US

404-493-1831

twilson@maximumpotentialsolutions.com

LOCATION

Atlanta, Georgia — Virtual Services Available Nationwide

Book a Discovery Call

New Client Intake

Already had your discovery call and ready to get started? Complete the intake form below so we can begin setting up your account in QuickBooks Online and gathering everything we need for a smooth onboarding.

This should take about 10–15 minutes. For your security, please don't enter any passwords directly in this form — we'll follow up with a secure way to share login access once we've reviewed your submission.

Primary Contact First Name

Primary Contact Last Name

Business Legal Name

DBA ("Doing Business As") Name, if different

Business Entity Type

EIN

Business Address

Industry / What does your business do?

Fiscal Year End Month

Title / Role

Best Email for Financial Matters

Best Phone Number

Preferred Method of Communication

Do you currently use QuickBooks Online?

If yes, who is the current QuickBooks Online admin/account owner?

Do you have a bookkeeper or accountant currently?

If yes, will they be transitioning out, or working alongside us?

What other financial tools do you currently use? (payroll, POS, expense tracking, etc.)

How far behind are your books, if at all?

Which systems will we need access to? (e.g. QuickBooks Online, Business bank account, Payroll system, Credit card processor, Other)

Business Bank Name(s)

Number of Business Bank Accounts to be Reconciled

Business Credit Card(s) Used (Yes/No, and how many)

Do you have a separate payroll bank account?

What's the main reason you're seeking financial operations support right now?

What does success look like to you 90 days from now?

Is there a specific reporting deadline, audit, or event driving urgency?

Anything else we should know before we begin?