Publishing & Royalty Accounting Pre-Engagement Questionnaire

Publishing & Royalty Accounting

Please complete this form to provide your information for publishing and royalty accounting services consultation.
Client Information

Tell us about yourself or your business.
Legal Name (Individual or Business)*
Stage Name / Artist Name (if applicable)
Business Entity Type*
EIN or SSN (last 4 digits)*
Mailing Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.
Publishing & Copyright Information

Details about your publishing and copyright status.
Your role(s) in music (select all that apply)*

SongwriterComposerPublisherArtistProducerOther
Publishing Entity Name (if applicable)
PRO Affiliation*
IPI / CAE Number
Publisher Administrator (if any)
Royalty & Income Sources (select all that apply)*

Mechanical RoyaltiesPerformance RoyaltiesStreaming RoyaltiesSync Licensing IncomePrint RoyaltiesNeighboring RightsProducer PointsOther (please specify)
Platforms & Statements

List all royalty and publishing platforms you receive statements from.
Platforms you receive statements from (e.g., PRO, Publisher, Distributor, Label, SoundExchange, Harry Fox Agency, MLC, Spotify, Apple Music, YouTube, etc.)*
Do you currently receive royalty statements?

MonthlyQuarterlyAnnual
Catalog & Ownership Details

Information about your music catalog and ownership.
Approximate number of works in your catalog*
Do you own 100% of your compositions?*

YesNo (If no, list split percentages and co-writers below)
If you do not own 100%, please list split percentages and co-writers
Are there any outstanding advances or recoupment agreements?*

YesNo
Services Requested (select all that apply)*

Royalty Tracking & ReconciliationPublishing Statement PreparationRoyalty Statement Review & AnalysisIncome Allocation & Split TrackingAudit-Ready Financial ReportingCatch-Up Royalty AccountingOngoing Royalty & Publishing Accounting
Accounting & Reporting Preferences

Let us know your preferences for accounting and reporting.
Preferred Accounting Software (if any)
Reporting Frequency*

MonthlyQuarterlyAnnually
Should be Empty:

Publishing & Royalty Accounting

Client Information

Publishing & Copyright Information

Platforms & Statements

Catalog & Ownership Details

Accounting & Reporting Preferences