Client Needs Analysis
Name of Business
*
Name of Business
Completed By
*
First Name
Last Name
Date Completed
*
/
Month
/
Day
Year
Date Picker Icon
Initial Applications and Licenses (for New Businesses)
Initial Applications and Licenses (for New Businesses)
Applicable for Federal ID Number
Sub S Election - Advice & filing applications with IRS (Forms 2553 and 2848)
Louisiana Corporate Initial Franchise Return (Corporations Only)
Initial Applications for State and Parish Sales Taxes
State of Louisiana Application for Withholding Taxes
Parish Occupational License
State of Louisiana Unemployment Tax Account
Initial Accounting Setup & Back Accounting Work
Initial Accounting Setup & Back Accounting Work
Accounting software selection, installation and/or training
Customized accounting software and charts of accounts
Back accounting
If you need back accounting, please tell us the date of your last reconciliation.
Date of last reconcliation
Monthly Accounting & Bookkeeping Services (We Do It For You)
Number of Accounts
Number of Bank Accounts
Number of Bank Accounts
Number of Credit Cards
Number of Credit Cards
Do you use Paypal?
Yes
No
Do you use Venmo?
Yes
No
Number of Transactions Per Month for All Accounts
Bank
Number of bank transactions
Credit Card
Number of CC transactions
Paypal
Number of Paypal transactions
Venmo
Number of Venmo transactions
Monthly Accounting & Bookkeeping Services (We Do It For You)
Review/enter deposits, checks, credit cards and other transactions
Reconcile all bank accounts, credit card accounts, and loan balances
Record purchases and sales of capital assets, and record depreciation
Record payroll transactions in the general ledger
Review detailed general ledgers for accurate balances
Prepare & post adjusting journal entries to the general ledger
Review and save year-to-date detailed general ledger audit purposes
Prepare Financial Statements - Balance Sheet & Income Statements
Review Year-to-Date Detailed General Ledger for Audit Trail Purposes
Close the books and get them ready for them ready for the new year
Accounting Technical Support Services (We Help You Do It)
Accounting Technical Support Services (We Help You Do It)
QuickBooks/Sage 50 technical support upon request
Accounting technical support upon request
Accounting / general ledger review upon request
Financial Statements (Balance Sheet and Profit & Loss) upon request
Accounts Payable Management Services
Accounts Payable Management Services
Enter vendor/supplier/contractors’ bills received into accounting system
Pay bills when due and file paid bills in online vendor file folder
Prepare and send 1099's for all contract labor, rent, interest, dividends, etc.
Prepare and send 1099s and 1096 to the IRS and state
Accounts Receivable Management Services
Accounts Receivable Management Services
Create and email customer invoices
Post customers payments
Email customer statements
Provide accounts receivable reports to owners/management
Write-off customer balances and record bad debts
Payroll Services
Number of Employees
Number of Employees
Payroll Frequency
Weekly
Biweekly
Semimonthly
Monthly
Payroll Services
Prepare payroll checks / direct deposits
Pay all payroll taxes
Prepare and file federal & state quarterly & annual payroll tax reports
Prepare and file federal & state annual payroll tax reports
Prepare and file employee W-2’s & W-3 transmittal with SSA
Tax Preparation, Tax Filing Services, Strategic Tax Planning & Tax Representation
Tax Preparation, Tax Filing Services, Strategic Tax Planning & Tax Representation
Sales Tax Returns
Occupational License Tax Renewal
Personal Property Tax
Compute & prepare vouchers for corporate and individual estimated taxes
Prepare federal and state business tax returns
Prepare federal and state personal tax returns
Year-round strategic tax planning
Audit protection and tax representation services
Business Coaching, Advisory Services, & Financial Planning
Business Advisory Services (cashflow, budgets financial forecast, accounting, etc):
Regularly scheduled meetings to do some business planning and discuss the financial condition of the business
Wealth Building Services:
Retirement plans (401ks, SEPS, Simple IRAs, Self-Directed IRAs)
Investment advisory services
Financial planning, trusts, and estate planning
Other Needs / Comments
Please tell us if you need anything else not listed above.
Other Needs/Comments
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Client Data Sheet
Name of Business
*
Name of Business
Address of Business
*
Street Address
Street Address Line 2
City
State
Zip Code
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
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Costa Rica
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Croatia
Cuba
Curaçao
Cyprus
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Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
Work Phone Number
*
Please enter a valid phone number.
Cell Phone Number
Please enter a valid phone number.
Home Phone Number
Please enter a valid phone number.
Fax Number
Please enter a valid fax number.
Email Address
*
example@example.com
Website
www.example.com
Federal Tax ID
EIN
State Tax ID
State Account Number
State UI Number
Unemployment ID
Date Business Entity Was Created
/
Month
/
Day
Year
Date Picker Icon
NAICS Code
Type of Entity
*
Please Select
LLC
Partnership
Corporation
Proprietorship
Tax Form
*
Please Select
990
1040
1065
1120
1120 S
Ownership Information
*
Owner Name
Ownership %
Title
Home Address
Home Phone
Owner 1
Owner 2
Owner 3
Owner 4
Other Contacts:
Full Name
Phone / Email / Other
Full Name
Phone / Email / Other
Full Name
Phone / Email / Other
Other Information
Please let us know anything else not mentioned above.
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