Thank you for choosing New Lyfe Financial Group for your bookkeeping needs.
This form gathers the information we need to set up and manage your books accurately. Please ensure all details are entered correctly so your records reflect the true financial health of your business.

Completing this form typically takes 15–20 minutes. Before starting, gather your recent financial statements, bank logins (view-only), or accounting files.

Be sure to hit “Submit” when finished so we receive your responses. Closing the browser before submitting will delete your entries.

Please upload all required documents securely before submitting. Once your form is received, schedule your onboarding call so we can review your setup and connect your accounts.