New Accounting Client

Complete this form to set up monthly accounting and bookkeeping services with Precision Tax Advisors Inc.

Monthly: $400

Standalone Setup: $200

Prepaid service.
Accounting is billed in advance. If you already have Payroll with us, the Accounting setup fee is $0.

A. Business Information

Do you already have Payroll with us?

Select *

Initial Payment Summary

Business Info

Legal Business Name *

DBA / Trade Name

Entity Type *

EIN / Tax ID *

State of Registration

Business Start Date

Business Address

Street Address

Apt / Suite

City

State

ZIP

Primary Contact

Full Name *

Title

Phone *

Email *

Preferred Language

Additional Notes

Bank Access for Transaction Import

We import transactions directly from your bank.
For security, we do not request usernames or passwords. You add us as an accountant user or invite us through your bank or platform.

Primary Bank

Platform

Invite Email, if applicable

Number of Accounts to Import

Bank Access Notes

Accounting Documents

Upload documents (optional)

Articles of Organization or Incorporation
IRS EIN letter
Zelle payment confirmation
Special income/expense list, if applicable
Prior accounting reports, if coming from another accountant

B. Accounting Details

Start Month

Coming from another bookkeeper?

Are your books behind?

Approx. Monthly Transactions

Anything Important We Should Know?

C. What's Included

Accounting $400/month includes:

Monthly bookkeeping for income and expenses
Transaction import and categorization
Bank and credit card reconciliation
Monthly Profit & Loss
Monthly Balance Sheet
Year-end package for taxes
Email support and questions

D. Payment

Final step: send the Zelle payment before or immediately after submitting the form.

Precision Tax Advisors Inc.
Zelle: 786-295-2195
Memo: Accounting – Company Name
Monthly: $400
Setup if applicable: $200

E. Terms & Authorization

Fees and Payments

Standard Accounting monthly service: $400, prepaid.
Standalone Accounting setup: $200 one-time.
If the client already has Payroll with Precision, Accounting setup is $0.
Accounting-only clients send monthly Zelle payment on the 5th of each month.
Service may be paused when there is no prepaid balance.

Bank Access

Client authorizes Precision Tax Advisors Inc. to import transactions for bookkeeping purposes.
Client should not send usernames or passwords; access is granted by invitation/accountant role.

Client Responsibilities

Provide complete, accurate and current information.
Notify us about changes to bank/card accounts or access.
Review reports and promptly notify us of reasonable errors.

I confirm that I have read and accept the terms above. *

Owner's Signature

Signer Name *

Date