New Lyfe Bookkeeping Intake Form
Thank you for choosing New Lyfe Financial Group for your bookkeeping needs. This form gathers the information we need to set up and manage your books accurately. Please ensure all details are entered correctly so your records reflect the true financial health of your business.
Completing this form typically takes 15-20 minutes. Before starting, gather your recent financial statements, bank logins (view-only), or accounting files.
Be sure to hit “Submit” when finished so we receive your responses. Closing the browser before submitting will delete your entries.
Please upload all required documents securely before submitting. Once your form is received, schedule your onboarding call so we can review your setup and connect your accounts.
Business Information
Enter your business’s legal details so we can match your bookkeeping profile with your tax and payroll records. If your business is newly registered and certain details aren’t finalized yet, note that below. We’ll assist you during onboarding.
- Sole Proprietorship
- LLC
- Partnership
- S-Corporation
- C-Corporation
- No elements found. Consider changing the search query.
- List is empty.
Contact Information
List the main person responsible for financial communication and record-keeping. Include a secondary contact if someone else will assist with invoices, payments, or reports.
Financial Accounts
Provide the financial institutions and platforms we’ll reconcile monthly. If you’re unsure or new to bookkeeping, enter as much as you can. NLFG will help identify missing details.
- Weekly
- Bi-Weekly
- Semi-Monthly
- Monthly
- No elements found. Consider changing the search query.
- List is empty.
Bookkeeping Details
Share details about your bookkeeping preferences and goals. This helps us tailor your setup and reporting to match your business needs.
Goals & Preferences
We want to understand what financial success looks like for you. Tell us about your short-term and long-term goals so we can customize your bookkeeping reports and advice to match your vision.
Authorization & Agreement
I acknowledge that all information provided to New Lyfe Financial Group® is true and accurate to the best of my knowledge. I understand that I am required to have any supporting documentation to validate the information provided. My digital signature authorizes New Lyfe Financial Group to access my financial data solely for bookkeeping and/or payroll purposes.
New Lyfe takes confidentiality and data protection seriously. I understand my information will never be shared outside of necessary accounting processes.