GYSIO Business & Bookkeeping, Inc. — Bookkeeping Client Intake
GYSIO Business & Bookkeeping, Inc.
Bookkeeping Client Intake
Bookkeeping & Accounting Services
Bookkeeping Services Intake Form — Please complete the fields below so our team can assess your needs and prepare a service proposal. All information is strictly confidential.
🔒
Your Information is Secure
The mechanism used to transmit and store your information employs SSL/TLS encryption in transit and AES-256 encryption at rest, and is SOC 2 Type 2 certified, as well as GDPR and CCPA compliant. Your data is transmitted securely and never sold to third parties. All information is protected under IRS IRC §7216 and California Business & Professions Code §22252.1. GYSIO Business & Bookkeeping, Inc. will never share your information without your written consent.
1Your Information
2Business Information
3Current Bookkeeping Setup
4Services Needed
5Document Delivery Preference
6Additional Notes
📎Document Upload
Accepted: PDF, Word, JPG, PNG — Max 10MB per file. You may select multiple files.
Upload any IRS or FTB correspondence you have received. Max 10MB per file.
7Acknowledgment

I understand that submitting this intake form begins the onboarding process and does not constitute a signed engagement. A formal engagement letter will be provided before services commence.

All information is kept strictly confidential under California Business and Professions Code Section 22252.1 and IRS IRC Section 7216.

I confirm the information provided is accurate and I agree to the above terms.
Your information will be sent securely to info@gysio.org. A bookkeeping specialist will follow up within one business day.

Thank You!

Your intake form has been successfully submitted to GYSIO Business & Bookkeeping, Inc.
A team member will contact you within one business day.

Warm regards,
GYSIO Concierge

© 2025 GYSIO Business & Bookkeeping, Inc.  •  Confidential  •  California BPC §22252.1 & IRC §7216