First Appointment

Below, you will find the list that we usually request a potential client brings in for the initial meeting with our accounting staff.  Our quote for services is based on this information, and it will be helpful in determining what services we offer that will best benefit your company. 

  • Bank Statements
  • Checkbook Register
  • Last Year’s Tax Return
  • Business Card
  • Credit Card Statements
  • Payroll and Sales Tax Booklets
  • Loan & Line of Credit Payment Information
  • List of assets, purchase date and purchase price
  • Accounts Payable  (What you owe)
  • Accounts Receivable  (Who owes you)
  • What Type of Business (Corporation, Sole Proprietor, etc.)
 

Please call us when you have these items assembled and are ready to make your appointment.