Skip to content
About Us
Impact and Insights
2023 Impact Report
State of Black Business Report
Programs & Resources
Free Small Business Programs
Business Boost Resource Hub
Partnership
My Courses
Donate
Contact
About Us
Impact and Insights
2023 Impact Report
State of Black Business Report
Programs & Resources
Free Small Business Programs
Business Boost Resource Hub
Partnership
My Courses
Donate
Contact
Book It to the Bank Onboarding Form
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
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cabo Verde
Cambodia
Cameroon
Canada
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czechia
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Holy See
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic People's Republic of
Korea, Republic of
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macao
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Macedonia
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russian Federation
Rwanda
Réunion
Saint Barthélemy
Saint Helena, Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Sweden
Switzerland
Syria Arab Republic
Taiwan
Tajikistan
Tanzania, the United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkmenistan
Turks and Caicos Islands
Tuvalu
Türkiye
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Åland Islands
Country
Website
Busines Entity Type
(Required)
Sole Proprietor
LLC
S-Corp
C-Corp
Nonprofit
Other
Date Business Was Formed
(Required)
MM slash DD slash YYYY
Do you have an EIN?
(Required)
Yes
No
EIN (Employer Identification Number)
(Required)
Financial Set-Up
Do you currently have a business bank account?
(Required)
Yes
No
Business Bank Name
(Required)
Do you have a bookkeeping software account set up?
(Required)
Yes
No
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
No
If yes, list all business credit card accounts (bank name and card type)
(Required)
Credit Name
Type of Card (Business or Personal)
Add
Remove
Revenue Information
How do you accept payments from customers/clients? (Select all that apply)
(Required)
Cash
Check
PayPal
Venmo
Cash App
Square
Stripe
Shopify
QuickBooks Invoicing
Bank Transfer/Zelle
Other
Do you issue invoices to clients?
(Required)
Yes
No
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
No
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
No
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
No
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:
