Please provide a brief description of your business. What type of goods and services do you offer? What industry is your business in?
Please indicate the state of your business. How is the business doing? What issues are currently facing (in regards to financial information)?
Please provide all owners/directors names & % of ownership
Are you using any other software in your business? If so, how are you use them?
Are your books currently up to date?
Please indicate if there are specific issues within your financial records (if applicable)
Did you have a previous bookkeeper and/or accountant? If so, did they provide you with an ending trial balance of your previous fiscal year end?
How many bank accounts do you have including Paypal? Please describe what you use each bank account for (operating, payroll, sales, etc).
Please list any credit cards, line of credits, or business loans used for your business. Also, please indicate the accounts main purpose for the business (if applicable)
Are you currently invoicing out of your accounting software? If not, how are you currently invoicing your customers?
Are you currently tracking your expenses out of your accounting software? Are are you currently paying your vendors?
How are you currently tracking job costs?
How are you currently tracking inventory?
Please indicate any other comments or concerns you may have not addressed in the above questionnaire