--- title: New Client Checklist I BudgetEase description: Use this checklist to select the features your new client needs and determine which QuickBooks subscription is best for them. --- Call us: [(216) 333-1303](tel:2163331303) Follow us: - [![facebook](https://www.budgetease.biz/hs-fs/hubfs/Budgetease-2023/images/home/facebook%20icon.png?width=50&height=50&name=facebook%20icon.png)](https://www.facebook.com/BudgetEaseBookkeeping) - [![twitter](https://www.budgetease.biz/hs-fs/hubfs/Budgetease-2023/images/home/twitter%20icon.png?width=50&height=50&name=twitter%20icon.png)](https://twitter.com/BudgetEaseBiz) - [![linkedin](https://www.budgetease.biz/hs-fs/hubfs/Budgetease-2023/images/home/linkedin%20icon.png?width=50&height=50&name=linkedin%20icon.png)](https://www.linkedin.com/company/budgetease) - [![youtube](https://www.budgetease.biz/hs-fs/hubfs/Budgetease-2023/images/home/youtube.png?width=50&height=50&name=youtube.png)](https://www.youtube.com/c/BudgetEaseShakerHeights) - [![instagram](https://www.budgetease.biz/hs-fs/hubfs/instagram.png?width=20&height=20&name=instagram.png)](https://www.instagram.com/budgetease_bookkeeping/)   [![budget-ease-logo](https://www.budgetease.biz/hs-fs/hubfs/Budgetease-2023/images/home/budget-ease-logo.png?width=284&height=52&name=budget-ease-logo.png "budget-ease-logo")](https://www.budgetease.biz/) - [Home](https://www.budgetease.biz) - [About](https://www.budgetease.biz/about-us) Show submenu for About - [Testimonials](https://www.budgetease.biz/testimonials) - [Our Team](https://www.budgetease.biz/about-us/our-team) - [Careers](https://budgetease.bamboohr.com/careers) - [Services](https://www.budgetease.biz/services) Show submenu for Services - [Bookkeeping Services](https://www.budgetease.biz/services) - [Virtual Bookkeeping](https://www.budgetease.biz/services/virtual-bookkeeping) - [Industries we serve](https://www.budgetease.biz/industries) - [Resources](https://www.budgetease.biz/resources) Show submenu for Resources - [Forms and Templates](https://www.budgetease.biz/resources/forms-templates) - [Frequently Asked Questions](https://www.budgetease.biz/resources/frequently-asked-bookkeeping-questions) - [Tax Planning](https://www.budgetease.biz/resources/year-end-tax-planning) - [QuickBooks Tips and Tools](https://www.budgetease.biz/resources/quickbooks-tips-and-tools) - [Blogs/Video](https://www.budgetease.biz/new-client-checklist#) Show submenu for Blogs/Video - [Blogs](https://www.budgetease.biz/blog) - [Videos](https://www.budgetease.biz/budgetease-broadcast-video-tip-series) - [Contact us](https://www.budgetease.biz/new-schedule-a-call) - [Home](https://www.budgetease.biz) - [About](https://www.budgetease.biz/about-us) Show submenu for About - [Testimonials](https://www.budgetease.biz/testimonials) - [Our Team](https://www.budgetease.biz/about-us/our-team) - [Careers](https://budgetease.bamboohr.com/careers) - [Services](https://www.budgetease.biz/services) Show submenu for Services - [Bookkeeping Services](https://www.budgetease.biz/services) - [Virtual Bookkeeping](https://www.budgetease.biz/services/virtual-bookkeeping) - [Industries we serve](https://www.budgetease.biz/industries) - [Resources](https://www.budgetease.biz/resources) Show submenu for Resources - [Forms and Templates](https://www.budgetease.biz/resources/forms-templates) - [Frequently Asked Questions](https://www.budgetease.biz/resources/frequently-asked-bookkeeping-questions) - [Tax Planning](https://www.budgetease.biz/resources/year-end-tax-planning) - [QuickBooks Tips and Tools](https://www.budgetease.biz/resources/quickbooks-tips-and-tools) - [Blogs/Video](https://www.budgetease.biz/new-client-checklist#) Show submenu for Blogs/Video - [Blogs](https://www.budgetease.biz/blog) - [Videos](https://www.budgetease.biz/budgetease-broadcast-video-tip-series) - [Contact us](https://www.budgetease.biz/new-schedule-a-call) X This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. # New Client Checklist [![Get started](https://no-cache.hubspot.com/cta/default/397832/86201086-cd95-4bf7-9498-d7cb1a1edf9e.png)](https://cta-redirect.hubspot.com/cta/redirect/397832/86201086-cd95-4bf7-9498-d7cb1a1edf9e) [![Book a meeting / Schedule a call](https://no-cache.hubspot.com/cta/default/397832/0c4e3d0e-1972-4784-84c2-707ee568734c.png)](https://cta-redirect.hubspot.com/cta/redirect/397832/0c4e3d0e-1972-4784-84c2-707ee568734c) ## Use this checklist to see which QuickBooks subscription your new client needs. Meeting with a new client for the first time? BudgetEase’s team of friendly, professional bookkeeping experts can help you determine their needs. Use this checklist to select the features your new client needs and determine which QuickBooks subscription is best for them. ### Fill out the form to download the checklist. Have questions? Schedule a call with us. 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All rights reserved. ```json { "@context" : "http://www.schema.org", "@type" : "AccountingService", "address" : { "@type" : "PostalAddress", "addressCountry" : "USA", "addressLocality" : "Shaker Heights", "addressRegion" : "Ohio", "postalCode" : "44120", "streetAddress" : "3558 Lee Rd." }, "description" : "BudgetEase is a bookkeeping service in Cleveland that helps take the pain out of bookkeeping by providing part-time services to small businesses. ", "geo" : { "@type" : "GeoCoordinates", "latitude" : "41.462958", "longitude" : "-81.565807" }, "hasMap" : "https://goo.gl/maps/TUKhjRR32Qm", "image" : "https://findworkspaces.com/wordpress/wp-content/uploads/2017/03/the-dealership-shared-office-space-shaker-heights-oh-44120.png", "logo" : "https://www.budgetease.biz/hs-fs/hubfs/13752_Logo-Redesign_V2-3.png?t=1497984432323&width=955&name=13752_Logo-Redesign_V2-3.png", "name" : "BudgetEase", "openingHours" : "Mo, Tu, We, Th, Fr 09:00-17:00", "url" : "https://www.budgetease.biz/" } ```