Devine Information Needed
Company Name
*
Company Address
*
Company Website
Contact Name
*
Phone Number
*
E-mail
*
Accounting Software Used Currently
Please Select
QuickBooks Online
QuickBooks Desktop
QuickBooks Enterprise
Intacct
Xero
Microsoft Dynamics SL
Other
Monthly Revenue
Below $50K
$50K - $100K
$100K - $250K
$250K+
How did you hear about us.
Google Search
CPA
LinkedIn
BNI
Other
What Services would you like an Estimate for?
*
Bank & Credit Card Reconciliation
Accounts Payable Processing (Includes entering bills and payment)
Accounts Receivable Processing (Includes invoicing customers and application of payments)
Payroll Processing
Reconciliation of Balance Sheet Accounts (Includes reconciliation of all other accounts on the Balance Sheet)
Monthly Financial Reporting
Consolidation
Sales Tax Reporting
Bank & Credit Card Reconciliation
What bank do you currently use?
How many bank accounts do you have?
Average # of Deposits Monthly
Average # of Checks Monthly
Average # of other Transactions
Will we be able to access bank statements online?
Yes
No
How many business credit cards do you have?
Average # of monthly credit card transactions
Will we be able to access credit card statements online?
Yes
No
Accounts Payable Processing
Average # of monthly vendor bills
Who will enter bills?
Please Select
Devine Consulting
Your staff
Who will print checks or pay electronically?
Please Select
Devine Consulting
Your staff
Accounts Receivable Processing
Average # of monthly customer invoices
Do you charge sales tax?
Yes
No
Do you send out monthly statements?
Please Select
Daily
Weekly
Bi-Weekly
Monthly
Other
Payroll Processing
How do you currently process payroll?
Please Select
Internally
Outsourced
If outsourced who does your payroll?
How often do you process payroll?
Please Select
Weekly
Bi-weekly
Semi-Monthly
Monthly
How many employees do you have?
Reconciliation of Balance Sheet Accounts
What other accounts are on your Balance Sheet?
Petty Cash
Prepaids
Intercompany
Other Current Assets
Fixed Assets
Deposits
Other Accounts Receivable
Other Accounts Payable
Accrued Payables
Line of credit
Member Draws
Other
Are your intercompany accounts reconciled to date?
Yes
No
Financial Reporting
Do you require to have monthly financial reporting before the 15th of each month?
Yes
No
What other reports would you like to receive?
Consolidation
How many companies will need to be consolidated?
Sales Tax Reporting
How often do you report sales tax?
Monthly
Quarterly
Annually
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