For New SMAART Clients
Welcome aboard. Let's get you set up.
Tell us about your business in one quick onboarding form, about 10 minutes. A real SMAART team member follows up within one business day to confirm everything and walk you through what happens next.
- Secure submission· Jotform SSL + bank-grade storage
- About 10 minutes· Save partway and resume later
- Real CPA follow-up· We call within one business day
Onboarding Form · Save & resume anytime
What you'll need
Have these on hand
to move fast.
Don't worry about gathering everything before you start. The form saves your progress, skip what you're missing and come back to fill it in when you have the details.
Have questions? Reach our team- Business legal name + entity type (LLC, S-Corp, sole prop, etc.)
- EIN or owner SSN (whichever applies)
- Primary contact name, email, and phone
- What you need from us (bookkeeping, tax, payroll, CFO, etc.)
- Brief description of your business or industry
- Current accounting software (QuickBooks, Xero, none, etc.)
- Approximate annual revenue (helps us scope the engagement)
- Preferred way to communicate (email, phone, Slack, etc.)
Prefer to talk first?
Skip the form. Book a free 15-minute call.
We'll walk through your situation, recommend the right services, and only ask you to fill out the onboarding form once we're a confirmed fit on both sides.