Bookkeeping Audit Engagement FormPlease complete the information below so we can process your engagement. What's the name of your business? * Business Name What's your name? * First Name Last Name Business Address * Address 1 Address 2 City State/Province Zip/Postal Code Country Email * Phone * (###) ### #### Tax Year * Check the year(s) you want us to audit. 2025 2024 2023 2022 Another Year: Number of accounts? * How many bank accounts and credit card accounts does your business have? 1 2 3 4 5 6 7 8 9 10 More than 10 Bank Accounts Which financial institutions does your business use for checking/savings account? Chase Bank of America Wells Fargo Citi US Bank Navy Federal Credit Union Other: Credit Cards What credit card companies does your business use? American Express Capital One Discover Citibank Chase Bank of America Wells Fargo Other: Payment Processors Check applicable payment processors used for your business. Amazon Apple Pay Cash App Clover PayPal Shopify Square Stripe Venmo Other Message Anything other request or information you would like us to know? Your submission has been received! An official engagement letter will be drafted for you. Thank you for choosing us as your bookkeeper!