New Client Onboarding

 

Thank you for choosing Hummingbirds Financial Management & Business Advisory. We are excited to partner with you and support your accounting, tax, financial management, payroll, or business advisory needs.

Our onboarding process is designed to help us gain a thorough understanding of your business, financial goals, and service requirements so we can provide personalized solutions tailored to your specific needs.

 

Getting Started

To begin your engagement, please complete the following steps:

Step 1: Complete the Client Information Form

Provide your business and contact information so we can establish your client profile and better understand your needs.

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Step 2: Upload Required Documents

Securely upload any requested financial documents, tax records, payroll information, prior-year returns, or supporting documentation.

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Step 3: Schedule Your Consultation

Schedule your initial consultation so we can discuss your goals, review your information, and develop a plan tailored to your business.

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Step 4: Review Service Agreement

Review and sign your engagement agreement and any required authorization forms before services begin.

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Document Checklist

To help us get started efficiently, please have the following information available, if applicable:

 

Individuals & Tax Clients

• Prior year tax return

• Driver's license or government-issued ID

• Social Security cards or ITIN information

• W-2s, 1099s, and other tax documents

 

Business Clients

• Business legal name

• EIN confirmation letter

• Formation documents

• Prior year tax returns

• Recent financial statements

• Payroll information (if applicable)

• QuickBooks or accounting software access (if applicable)

Bookkeeping & Advisory Clients

• Current bookkeeping records

• Bank and credit card statements

• Existing accounting reports

• Business goals and objectives

 

What Happens Next?

Once your onboarding information has been submitted:

✅ We will review your information.

✅ We may contact you if additional documentation is needed.

✅ We will schedule your onboarding consultation.

✅ We will develop a service plan tailored to your needs.

✅ You will receive access to the tools and resources needed throughout your engagement.

 

Need Assistance?

If you have questions during the onboarding process, our team is here to help.

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