Client Onboarding - Hyun J Ju, CPA & Associates APC

✅ Engagement agreement created!

Signing link:

Client Onboarding

Enter client details to send engagement agreement

Client Full Name *

Client Email *

Business Name

Phone

Services

Scope of Services

Bookkeeping & Monthly Reconciliation

Payroll Services

Income Tax Preparation & Filing (Federal & State)

Tax Planning & Consultation

Government Compliance & Correspondence

1099/W-2 Issuance & E-Filing

Other

Monthly Retainer Fee

Initial Setup Fee

Notes

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Engagement Agreement Email

This is what the client will receive

Subject: Your Engagement Agreement - Hyun J Ju, CPA & Associates Dear [Client Name], Thank you for choosing Hyun J Ju, CPA & Associates for your accounting and tax services. Please review and sign your engagement agreement using the secure link below. This agreement outlines the scope of services, fees, and terms of engagement. [Engagement Agreement Link] If you have any questions about the engagement agreement, please don't hesitate to contact us. Best regards, Hyun J Ju, CPA & Associates Los Angeles, CA

📨 Document Request to Prior CPA

Send a formal document request to the client's prior CPA (Sunjin template format)

Prior CPA / Firm Name *

Prior CPA Email *

Client / Company Name *

Entity Names (one per line)

Fiscal Years

Language

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