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Client Onboarding Form.

Please complete this form so Jayne Marie Bookkeeping can prepare your client setup. Do not upload or send ID documents, proof of address, bank statements or sensitive records through this form. Jayne will provide a secure method for document collection if needed.

Client legal name

*

Trading name

Client type

*

Client type

A

Sole trader

B

Limited company

C

Partnership

D

Landlord / property business

E

Other

Company number, if limited company

Main contact name

*

Email address

*

Phone number

Business address

*

What services are required?

*

What services are required?

Monthly bookkeeping

Bank reconciliations

Sales ledger

Purchase ledger

Receipt processing

Basic reports

VAT support

Xero support

Catch-up bookkeeping

Not sure yet

Accounting software currently used

*

Accounting software currently used

A

Xero

B

Excel / spreadsheets

C

None currently

D

Other

E

Not sure

Are you VAT registered?

*

Are you VAT registered?

A

Yes

B

No

C

Not sure

VAT number, if applicable

First bookkeeping period required

*

Monthly deadline or reporting date

How are records currently kept?

*

How are records currently kept?

Bank feed

Bank statements

Sales invoices

Supplier invoices

Receipts

Spreadsheets

Receipt capture app

Paper records

Other

Accountant details, if applicable

Anything Jayne should know before setup?

Consent and accuracy confirmation

*

Consent and accuracy confirmation

I confirm the information provided is accurate and I understand Jayne Marie Bookkeeping may use it to prepare client onboarding, service scope, AML checks and bookkeeping setup.