Getting Started Let's get to
know each other. We're so glad you're here. Tell us a little about yourself so we can begin building something together.

First Name

Last Name

Email Address

Phone Number

Your Relationship to the Business

How did you hear about Poppy Books?

Business Owners or Partners Please add all owners, co-owners, partners, and members associated with the business. This ensures we have a complete picture of your entity structure from day one.

Business Entities Many of our clients have multiple LLCs, trusts, or holding companies. Add as many as apply — we'll build your scope around the full picture.

Scope of Work Tell us about
your finances. Select the services that apply to you. Every engagement is customized — this just helps us understand where to begin. Business Formation If you're starting a new business or need help getting your entity set up properly, select what applies.

LLC formation in your state Creation of an operating agreement Obtain Federal Tax ID Number (EIN) File an S Corp election with the IRS Obtain State Tax ID Number Apply for Seller's Permit

Bookkeeping Our core service — fully customized to you, delivered monthly with clarity and care.

Setup of company bookkeeping system Monthly categorization of transactions Reconciliation of bank & credit card accounts Monthly financial reports package Year-end close & tax prep coordination Coordination with your CPA

Payroll For businesses with employees or owners on payroll.

Setup of payroll processor Register with state entity for payroll taxes Payroll processing for you & your team Payroll reporting for owners Employee timesheet review & approval Employee onboarding & offboarding

Where are your books right now?

Clean & up to date A bit behind Starting fresh Needs a full clean-up

Do you currently use any accounting software?

Anything else we should know before we begin?

Document Collection Let's gather
what we need. Use this section for general context only. Please do not upload sensitive financial documents here — all tax returns, bank statements, EINs, SSNs, and financial records should be shared exclusively through your secure Poppy Books ShareFile portal, which you will receive access to after onboarding.

Any general notes or non-sensitive context documents

Click to upload or drag and drop
Non-sensitive documents only — no tax returns, SSNs, or financial statements

Business formation documents (non-sensitive)

Click to upload or drag and drop
e.g. Articles of incorporation, operating agreements

Anything else (non-sensitive)

Click to upload or drag and drop
Optional — non-sensitive context only

Sensitive documents — including tax returns, bank statements, EINs, SSNs, ownership details, and financial reports — should always be shared through your secure ShareFile portal. You'll receive portal access within two business days of completing this form.

Billing & Retainer A structure built
around you. Your monthly retainer will be customized based on your scope. To get us started, let us know your billing preferences. Preferred billing cycle

Monthly

Billed on the 1st of each month. Most common for ongoing clients.

Quarterly

Billed once per quarter. Ideal for lighter-touch engagements.

Preferred payment method

ACH / Bank transfer Credit card Check No preference

Billing contact email (if different from above)

Any notes on billing preferences?

Almost There A few things
to confirm. Please review and acknowledge our working agreement. This ensures we're fully aligned from the very start.

Poppy Books — Client Working Agreement

Thank you for trusting Poppy Books with your financial clarity. This agreement outlines the nature of our working relationship and the expectations on both sides.

Scope of Work: Poppy Books will provide bookkeeping services as agreed upon and detailed in your personalized scope of work document, which will be sent separately prior to your first billing date. Any work requested outside of that defined scope will be discussed and agreed upon in writing before it is completed.

Communication: You can expect prompt acknowledgment of all communications within two business days. When your primary contact is unavailable, a team member will acknowledge your message and provide a timeline for a full response.

Billing: Your monthly retainer will be billed on the agreed cycle. Any additional charges will require your written approval in advance. There are no surprise invoices at Poppy Books.

Portal Access: You will receive access to the Poppy Books secure client portal, which serves as the primary hub for document sharing, communication, and reporting.

Confidentiality: All financial information shared with Poppy Books is treated with the utmost discretion and will never be shared with any third party without your explicit consent.

I have read and agree to the Poppy Books Client Working Agreement outlined above. I understand that any work outside my defined scope will be discussed and approved in writing before it is completed. I consent to Poppy Books storing my information securely for the purpose of providing bookkeeping services.

Is there anything you'd like Tanna to know before your first meeting?

Monthly

Quarterly

Poppy Books — Client Working Agreement

Welcome toPoppy Books.

Welcome to
Poppy Books.