Client Onboarding
Complete the quick intake below, then download your onboarding kit. You can review & sign the Letter of Engagement and Payment Authorization, and return them with any requested documents. If you prefer, we’ll walk you through this on a call.
Download your onboarding kit
Want a quick PDF draft of your Letter of Engagement with your info? Click Generate LOE PDF (print-to-PDF from your browser). A server-generated PDF option is also available.
Send signed documents and any requested files to S.Sambrano@MariniaGroup.com. A secure upload portal will be available soon.
Requirements to get started
- Legal business name, EIN, business address, and primary contact.
- QuickBooks Online access (or sign up below) and invite us as your accountant.
- Payroll details: pay frequency, next pay date, employee count, and states.
- Prior payroll reports (last quarter) and year-to-date totals (if switching mid‑year).
- Benefits & deductions info (health, HSA/FSA, garnishments, etc.).
- Banking details for ACH billing (we’ll collect full info securely after intake).
Add us to your QuickBooks
- In QuickBooks Online, go to Settings ⚙ → Manage users → Accounting firms.
- Click Invite and enter S.Sambrano@MariniaGroup.com as the email.
- Leave a note (company name + “Vista IFS onboarding”).
- Click Send. We’ll accept and connect your file.
Not on QuickBooks yet? Get QuickBooks Online
FAQs
Is this a binding agreement?
The intake just collects details. The engagement becomes official when you sign the Letter of Engagement and Payment Authorization.
How do you handle sensitive info?
We never ask for full bank/card numbers via web form. After intake, we’ll use a secure method to collect them.
What if I’m mid‑year?
No problem. Provide most recent payroll reports and year-to-date totals; we’ll handle the transition.
Can I upload documents?
Today you can email them. If you prefer uploads, ask us and we’ll enable our secure portal.
When will my first payroll run?
Typically within 5–7 business days after we receive complete info and access to your systems.
Do you support multiple states?
Yes. We’ll register as needed and set up each state’s payroll accounts.
Secure document upload
Upload uses a one-time, pre-signed URL direct to our private S3 bucket. Files never pass through email. (If the button is disabled, uploads aren’t enabled yet—email files to S.Sambrano@MariniaGroup.com.)
Ready to get started?
Let us handle your bookkeeping & payroll so you can run the business.