We are here to help you seamlessly navigate the setup of your accounting system and essential financial documentation. Our approach ensures your chart of accounts is structured logically while keeping your business fully compliant with both state and federal regulations. By establishing these organized workflows from day one, we help secure your business against future financial scrutiny. With our system, your records will remain secure organized, accurate, and completely prepared in the event of an audit.
What Entity Type is your Business*
What industry is your business in?*
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 process for your accounts payable? Such as an approval system?*
Receipt Capture and Documentation
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 or 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 two years prior Tax Return and IRS Transcript?*
Please date, sign and upload our Engagement Agreement, acknowledging our terms of service.*
When would you like us to call you? Arizona (MST)
Or Schedule on Your Time on My Calendar*
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