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Bookkeeping and Accounting Onboarding

We're here to help you navigate the setup of your accounting system and associated files.

Today's Date and Time
:
Have you completed the Price Quote Assessment
Yes
No
What industry is your business in?
Do you use progress invoicing or estimating?
Yes
No
Other
Is your business in the Construction Industry
Yes
No
Do you need Payroll:
Yes
No
Will you need to provide or will you receive any of the following 1099 forms?
Yes
No
Not sure
Do you have a trademark or tradename and logo?
Yes
No
Do you have a DUNS Number?
Do you have a Unique Entity ID
Have you registered your entity with both State and Federal Governments
Yes
No
Does your company have a Dividend payout policy?
Yes
No
Has your entity reported ownership to FinCen?
Yes
No
Are all bank and investment accounts in compliance with the FINRA (KNC) Rules?
Does your Business have a significant Portfolio of Assets? Please upload a list of fixed asset purchase agreements with depreciation basis and salvage value (if available)
Yes
No
Does your business have vehicles? Do you utilize mileage tracking?
Do you have a Capitalization Threshold Policy?
Yes
No
Does your Business have a significant Liability Register?
Yes
No
Do you utilize a bill payment app or do you have an established a process for your accounts payable? Such as an approval system?
Yes
No
Is your accounting Cash or Accrual Basis or Hybrid?
Do you make Estimated Income Tax payments?
Do you have a TIN, EIN or Social Security Number?
Are you required to file a Franchise Tax Registration
Are any of your employees or contractors in the US here on VISA
Yes
No
Are any of your employees or contractors outside the US traveling on Passports on Foreign VISA?
Yes
No
Have you filed for a Transaction Privilege Tax Document in one or more states?
Yes
No
Do you utilize a Point-of-Sale System, Payment Processor, Merchant Provider or Marketplace Facilitator?
Yes
No
Do you have General Liability, Auto Liability, Workmans Compensation, or Other Business-Related Insurance Policies
Yes
No
Do you have a prior year Tax Return and IRS Transcript?
Yes
No
Please date, sign and upload our Monthly Services Agreement, acknowledging our terms of service.
When would you like us to call you? Arizona (MST)
Or Schedule on Your Time on My Calendar
I scheduled a date and time
You call me on the date and time I selected above