New Client | Diversified Business Solutions

New Client Set-Up Form

Company Name (DBA)*
Legal Name (if different)
Industry*
Primary Contact Name*
Primary Phone Number*
Primary Mobile Number*
Primary Email*
Company Website*
Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Tax Entity*
FEIN / SSN*
Accounting Year End*
Year(s) in Business*
Current Accounting Software*
Accounting Team Members*
Annual Gross Revenue*
Number of Employees*
Affiliated Companies*
Any additional notes/comments we should consider?

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