Bookkeeping Setup — Chart of Accounts & Reporting — Update / setup form (auth-only) for Bookkeeping / Tax Prep. Standalone version — a hosted mini landing page (an embeddable twin is also available).

How your books are structured and the documents, close cadence, and reports you expect.

What it collects (by section):

• Structure — Classes/Locations Structure [long text]; Project/Job Costing Usage [dropdown: No / Some projects / All projects]; Revenue Recognition Notes [long text]; Capitalization Threshold (assets) [short text]; Inventory Count Cadence [dropdown: Monthly / Quarterly / Annually / Cycle counts / Not applicable].
• Documents & monthly close — Document Naming Convention [short text]; Monthly Docs Deadline (day) [dropdown: 1 / 3 / 5 / 7 / 10 / …]; Data Export Format Preference [dropdown: CSV / Excel / PDF / Shared dashboard]; Close Checklist Status (current period) [dropdown: Not started / In progress / Submitted for review / Complete].

Form type: Update / setup (up), auth-only. Niche: Bookkeeping / Tax Prep. Deployment: standalone.

Best for / surface when: Bookkeeping / Tax Prep client workflow — bookkeeping setup — chart of accounts & reporting.