Finora Client Information Form

Client Onboarding

Complete this form with your business, owner, and financial information. Your submission is stored securely and reviewed by the Finora team.

Tax filing services provided in partnership with Raza Accounting & Tax Services.

Business Information

Business NameBusiness Type

Business Address

Business PhoneBusiness Email

Owner Information

Owner NamePhone NumberEmail Address

Financial Information

Accounting Software UsedNumber of Monthly TransactionsBusiness Annual Revenue

Choose Your Package

Select the package that best matches your business size and reporting needs.

Core Plan

$150 / Month

Best for startups and small businesses

Essential monthly bookkeeping coverage.

Monthly bookkeeping
Bank reconciliation
Expense categorization
Financial reports

Start Core Plan

Growth Plan

$300 / Month

For businesses with revenue up to $250K - $500K

Expanded reporting for scaling operations.

Full bookkeeping
Monthly Profit & Loss
Balance Sheet
Financial reporting

Choose Growth Plan

Premium Plan

$600 / Month

For businesses with revenue up to $750K - $1M

Complete bookkeeping and year-end readiness.

Complete bookkeeping
Monthly financial reports
Year-end financial preparation
Tax filing through Raza Accounting & Tax Services
Priority support

Choose Premium Plan

Selected Services

Pick specific services you want included in your engagement.

Monthly BookkeepingFinancial ReportsTax Filing (via Raza Accounting & Tax Services)Catch-up BookkeepingExpense CategorizationCustom Management Reporting

Current selection

- Monthly Bookkeeping
- Financial Reports

Bank Access (Optional at this stage)

You can leave this blank for now and provide access details after the consultation.

Bank NameCredit Cards Used

Documents Upload

PDF, PNG, JPG, DOC, and DOCX files are accepted. Maximum 5 MB per file.

Bank statementsPrevious financial reportsTax returns (if available)Additional Notes

Need help before submitting? Contact us at info@finorainc.com or return to the homepage.