Client Onboarding Form Let's set up your finance function right.
This form takes about 10 minutes. The more accurately you fill this, the faster we can get your first Month-End MIS ready — and the better it will reflect your actual business.
6 sections · ~10 minutes
Confidential — used only for your engagement
No accounting knowledge required
1
Business
2
Registrations
3
Finance
4
Team & CA
5
Documents
6
Priorities
Section 1 of 6
Business Profile
Basic details about your business. This helps us set up your books, MIS, and reporting correctly.
Plain language is fine — no jargon needed.
Section 2 of 6
Registrations & Legal Details
We need these to set up your compliance calendar and ensure filings go under the correct identifiers.
Why do we need this? Statutory numbers like GST, PAN, and CIN are used to track filing deadlines, reconcile returns, and prepare audit-ready books. We never share these externally.
If registered under multiple states, mention all below.
GST Registration Details
Banking Details
Section 3 of 6
Current Finance Setup
Tell us how your finance function works today. No judgment — this helps us start from where you actually are, not where you think you should be.
Cash Flow & Collections
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3
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9
10
1 = No idea at all10 = Completely clear
How many days do your customers typically take to pay?
How many days do your suppliers give you to pay them?
Compliance Status
This is confidential. Mention anything outstanding — we'll flag it in your compliance plan.
Section 4 of 6
Your Team & Existing CA / Accountant
We work alongside your CA — not instead of them. This helps us coordinate without stepping on toes.
We respect your existing CA relationship. We'll handle MIS, cash flow, budgets, and CFO-level decision support. Your CA continues handling compliance filings, audits, and ITR. We coordinate with them so nothing falls through the gaps.
Finance Team Inside the Business
We may need to coordinate with them for data collection.
Your Existing CA / Auditor
We prefer a brief intro call with your CA in Week 1 to align scope and avoid duplication.
Section 5 of 6
Documents to Share
These documents help us set up your books, compliance calendar, and financial baseline. Share whatever you have — missing documents can be collected later.
⚠️ Do not upload sensitive files here. For security, please share documents via the Google Drive folder link that your CFO Associate will send you on WhatsApp. This form only collects what's available.
Financial Documents — Tick what you can share
Access & Permissions
Section 6 of 6
Your Priorities & Expectations
This helps us sequence what we tackle first — and set realistic expectations on both sides from Day 1.
Pick up to 3 — we'll prioritise based on your selections.
This is for your CFO Associate's eyes only. Speak freely.
✓
You're onboarded, there!
Your Onboarding Form has been received. Your dedicated CFO Associate will be in touch within 24 hours to schedule your Kickoff Call and share your Google Drive document folder.
What happens next
1
Your CFO Associate reviews this form and sets up your client folder — within 24 hours.
2
You'll receive a Google Drive link via WhatsApp to upload your documents securely.
3
We schedule your Kickoff Call — typically in Week 2 — to walk through initial findings and set your monthly rhythm.
4
Your first MIS report will be ready by the 10th of the following month.
Questions? WhatsApp your CFO Associate directly — they're expecting to hear from you.