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Please complete the below form after you have purchased a bookkeeping plan.  Call us with any questions. 

CLIENT ONBOARDING FORM

SLM Supreme Solutions

BUSINESS INFORMATION

BUSINESS OPERATIONS

Do you currently have a payroll system?
Yes
No
Do you use an accounting software?
Yes
No

FINANCIAL INFORMATION

Do you have prior financial records?
Yes
No
If yes, how are the records available?
Paper
Digitally
Both
Services Needed (Check all that apply

If you have questions or need assistance, please feel free to reach out to us.

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