CRUXAdvisory
Business Setup

Let's get everything in place.

Now that we're working together, this is where we gather the details of your business, one calm section at a time. Complete what you can; we'll fill in the rest together. Nothing here is a test.

Please do not enter sensitive information in this form. Do not include Social Security numbers, bank account or routing numbers, full credit-card numbers, passwords, login credentials, or other confidential financial information. Documents containing sensitive information should be submitted through the secure document-upload section of the Partner Portal.

01 Business Information
02 Owner Information
03 Software & Systems
04 Bank & Debt Accounts

Names and institutions only, please — no full account numbers.

05 Payroll
06 Sales Tax
07 Current Bookkeeper / CPA
08 Goals & Challenges
09 Documents to Gather

Please do not enter or attach sensitive information directly within this form. After submitting your setup details, you'll be directed to a secure upload page where you can provide any applicable financial and business documents.

Documents we'll collect at the secure upload step

  • Prior year tax return
  • Profit & loss
  • Balance sheet
  • Bank statements
  • Chart of accounts
  • Payroll reports
  • Sales tax reports
  • Operating agreement
  • Organizational chart
  • Existing bookkeeping procedures