Accounting Accuracy LLC - New Client Information Form

Your Name

Your Email

example@example.com

Your Phone Number

Area CodePhone Number

Business Name

(Legal Name and DBA If Applicable)

Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Business Phone*

Area CodePhone Number

Business Fax

Area CodePhone Number

Business EIN (Tax ID Number)

Business Email

example@example.com

Business Website

Brief summary of your business

Business Owners (please list names, titles, direct phone numbers, cell phone numbers and email addresses)

Other Contacts with phone number and email

Please list/provide the following information: Banks (include name, account number, online banking login user ID and access code with security questions and answers):

Credit Cards (include name, card and account number, online user ID, access code with security questions and answers):

Payroll Information (include PR company name, account number and online login ID and access code):

Company Loans (include lender name, account number, original loan amount, date of loan, payment amount and current loan balance

Individual Loans to and from Company (include lender name, account number, original loan amount, date of loan, payment amount and current loan balance

Rent (include name and payment amount

Leases (include name, original lease amount, lease date and payment amount

Insurance (include names, policy numbers, what type of insurance and payment amounts

CHECKLIST (Items to provide to AALLC) unless login provided above:

_____ Bank and credit card statements

_____ Petty cash receipts

_____ Check registers

_____ Payroll records (year-to-date by payroll period)

_____ List of all assets including purchase date and purchase price

_____ Copies of recent correspondence to and from tax agencies

Please upload any additional information or documents.

NEW CLIENT INFORMATION FORM