We're here to help you navigate the setup of your accounting system and associated files.
Have you completed the Price Quote Assessment*
What Entity Type is your Business*
What industry is your business in?*
Do you use progress invoicing or estimating?*
Is your business in the Construction Industry
Will you need to provide or will you receive any of the following 1099 forms?*
Do you have a trademark or tradename and logo?*
Do you have a DUNS Number?*
Do you have a Unique Entity ID *
Have you registered your entity with both State and Federal Governments*
Does your company have a Dividend payout policy?*
Has your entity reported ownership to FinCen?*
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)*
Does your business have vehicles? Do you utilize mileage tracking?
*
Do you have a Capitalization Threshold Policy?
Does your Business have a significant Liability Register?*
Do you utilize a bill payment app or do you have an established a process for your accounts payable? Such as an approval system?*
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*
Are any of your employees or contractors outside the US traveling on Passports on Foreign VISA? *
Have you filed for a Transaction Privilege Tax Document in one or more states? *
Do you utilize a Point-of-Sale System, Payment Processor, Merchant Provider or Marketplace Facilitator?*
Do you have General Liability, Auto Liability, Workmans Compensation, or Other Business-Related Insurance Policies *
Do you have a prior year Tax Return and IRS Transcript?*
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*