Form - DB Accounting

Business Structure

Please provide information about the structure of your business.

What type of business entity have you formed?

What is your business industry?

Do you have any employees? If so, how many?

How long have you been in business?

Financial Status

Please provide information about your company financial status

How many bank accounts do you have?

How many credit card accounts do you have? :

What is your annual revenue?

What are your top expenses?

Do you have any outstanding debts or loans?

Are there any significant financial transactions that occurred during the year that I should be aware of? (e.g., loans, investments, major purchases, etc.)

Accounting and Bookkeeping

Please provide information about the current accounting and bookkeeping.

How do you currently handle your bookkeeping and accounting?

If other (please specify)

How do you currently handle your bookkeeping and accounting?

If other (please specify)

How many vendor invoices do you process per month?

Do you have a professional accountant who reviews your financials?

Yes

No

Are you required to report sales or use tax?

Yes

No

Are your financial records up to date?

Yes

No

Do you maintain an inventory of goods or materials, and if so, how is it tracked?

Tax-Related Information

Some description about this section

Have you had any issues in the past with meeting tax obligations or deadlines?

Have you encountered any tax-related issues or concerns over the past year?

Are your financial records up to date?

Yes

No

Who prepares your tax returns?

If other (please specify)

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Some description about this section

Payroll Information

Some description about this section

What payroll services provider are you currently using?

Who prepares your tax returns?

If other (please specify)

Additional Information

Some description about this section

Are there any specific areas of financial management where you would like help or advice?

Are there any other financial or accounting issues that you would like to discuss or address?

Company Information

Business Structure

Financial Status

Accounting and Bookkeeping

Tax-Related Information

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Payroll Information

Additional Information

Service

Resouurces

Company

Company Information

Business Structure

Financial Status

Accounting and Bookkeeping

Tax-Related Information

Section Break

Payroll Information

Additional Information

Service

Resouurces

Company

Please fill out and submit the following information.