Bank Reconciliation Setup

Owner's Name *

First Name

Last Name

Your Name *

First Name

Last Name

Phone *

(###)

###

####

Quickbooks *

I will invite you to my QB Online account.

I would like assistance with setting up a new QB file.

Ownership Information *

Please indicate one of the following ownership scenarios. If you select the multiple owner option and A&L will assist with setting up state agency accounts, we will contact you for additional officer information after receiving this form.

Principal officer is 100% owner of the company.

There are at least two owners of the company. I will add details below.

Mailing Address on File w/ IRS *

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country