Complete this form after your discovery call. This gives us everything we need to begin your bookkeeping setup with zero back-and-forth.
Legal business details used for your file setup and reporting.
Help us understand the scope of your books so we can set up your file correctly.
We need access to your QuickBooks file to begin work. Please provide the details below.
Why we need this: Bookkeeping is performed directly inside your QuickBooks account. You remain the account owner at all times. We will be added as an Accountant User — a read/write role that does not give us billing or admin access.
Upload any available documents below. You can also email them to Info@now-bookkeeping.com if easier.
What to upload: Bank statements (last 3–12 months), credit card statements, prior year tax returns, and any existing financial reports. Upload what you have — missing items can be requested later.
Please review and confirm the following before submitting.
By submitting this form, you confirm that:
(1) You are authorized to provide the information and documents submitted on behalf of the business listed above.
(2) You authorize Now. Bookkeeping (Kenetta Muhammad) to access your QuickBooks account as an Accountant User for the purpose of providing bookkeeping services.
(3) All information provided is accurate to the best of your knowledge.
(4) You understand this form does not constitute a signed engagement agreement — a separate service agreement will be sent via HoneyBook.
Thank you for completing your client intake. Kenetta will review your information and be in touch within one business day to confirm next steps and send your service agreement.