Book It to the Bank Onboarding Form

Welcome to Book It to the Bank!

This program is designed to help you get your business finances in order by setting up your bookkeeping systems the right way. To participate, you must have a business bank account — it’s essential for us to properly set up and organize your financials.

If you do not currently have a business bank account, you’ll need to open one before completing this form. We’re happy to connect you with a banker if you need help getting started.

You’ll be asked to upload proof of your business bank account as part of this form. This can be a PDF or screenshot of your account confirmation — just make sure it includes your business name (you can block out account numbers).

Let’s get your books in order and set your business up for success!

Personal Information

Name(Required)

First Last

Email(Required)

Phone(Required)

Business Information

Business Name(Required)

How is the business operated?(Required)

E-commerce

Brick and Mortar

Mobile

Virtual

Business Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Website

Busines Entity Type(Required)

Date Business Was Formed(Required)

Do you have an EIN?(Required)

Yes

EIN (Employer Identification Number)(Required)

Financial Set-Up

Do you currently have a business bank account?(Required)

Yes

Business Bank Name(Required)

Do you have a bookkeeping software account set up?(Required)

Yes

Which bookkeeping software do you use?(Required)

Wave

Quickbooks

Something Else

Name of Bookkeeping Software(Required)

Do you have a separate personal or business credit card for business expenses?(Required)

Yes

If yes, list all business credit card accounts (bank name and card type)(Required)

Credit Name

Type of Card (Business or Personal)

Revenue Information

How do you accept payments from customers/clients? (Select all that apply)(Required)

Do you issue invoices to clients?(Required)

Yes

Do you sell products, services, or both?(Required)

Products

Services

Both

What were your approximate gross revenues for the past 12 months?(Required)

Expense Information

Do you pay any contractors or employees?(Required)

Employees

Contractors

Both

None

If yes, do you use a payroll system?(Required)

Yes

What payroll system do you use?(Required)

What are your main business expense categories?(Required)

Inventory

Software

Marketing

Travel

Rent

Insurance

Professional Services

Contractors

Other

Prior Bookkeeping

Have you been tracking your business income and expenses before now?(Required)

Yes – manually

Yes – software

If yes, how far back does your tracking go?(Required)

Last month

3 months

6 months

Since beginning of year

Other

Do you have past bank statements available to upload if needed?(Required)

Yes

CPA Preferences

Would you prefer your bookkeeper to:(Required)

Walk through live

Review data first

Set up behind the scenes

Any additional information you’d like your CPA to know about your business finances or bookkeeping setup:

Please upload proof of your business bank account here. You do not have to share the bank account number.(Required)

Max. file size: 100 MB.

Bookkeeping Support Disclaimer

As part of the Book It to the Boom program, participants will receive $500 worth of free bookkeeping services provided by contracted coaches through their independent companies. Any additional services beyond the $500 value are optional and must be agreed upon directly between the participant and the service provider.

Please note that Boomin University is not liable for any errors, omissions, or outcomes related to bookkeeping services. It is the participant’s responsibility to review and understand the terms of any additional services they choose to contract. Boomin University is not a party to any direct agreements made between participants and bookkeeping providers beyond the scope of the free support offered through the program.

Check the box below to agree to the bookkeeping disclaimer.(Required)

I agree