Books & Operations Setup — Update / setup form (auth-only) for Accounting / CPA. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

The accounts, systems, and day-to-day details we need to take your bookkeeping live.

What it collects (by section):

• Entity & registrations — Entity Formation Date [date]; Tax ID / EIN (reference only) [short text]; State Account IDs (reference) [long text]. Reference identifiers for your filings — names and IDs only, never full account numbers.
• Bookkeeping system — Books Access Provided [choice: Yes / Partial / No]; Bookkeeping Backlog (months) [dropdown: 0 / 1-2 / 3-6 / 7-12 / 12+]; Chart of Accounts Template [short text]; Receipt Capture Tool [dropdown: None / QBO mobile / Dext / Expensify / Hubdoc / …].
• Banking & sales — Bank Feed Status [dropdown: All connected / Some connected / Not connected / Not applicable]; Financial Institutions (names only) [long text]; Primary Sales Channels [multi-select: POS/In-store / Invoices / Subscriptions / Ecommerce site / Marketplaces (Amazon/Etsy/eBay) / …].
• Payroll & team — Payroll Provider [dropdown: None / Gusto / ADP / Paychex / QuickBooks Payroll / …]; Payroll Frequency [dropdown: None / Weekly / Bi-weekly / Semi-monthly / Monthly / …]; Employee Count (approx.) [number]; Contractor Count (approx.) [number]; Benefits Admin Platform [dropdown: None / Gusto / Rippling / Justworks / ADP / …].

Form type: Update / setup (up), auth-only. Niche: Accounting / CPA. Deployment: embed.

Best for / surface when: Accounting / CPA client workflow — books & operations setup.