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)
State Corporate Initial Franchise Return (Corporations Only)
Initial Applications for State and Parish/County Sales Taxes
State Application for Withholding Taxes
State Unemployment Tax Account
Parish/County Occupational License
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 work
If you need back accounting work, please tell us the date of your last reconciliation.
Date of last reconcliation
Monthly Accounting & Bookkeeping Services (We Do It For You)
Monthly Accounting & Bookkeeping Services (We Do It For You)
Here are the services we provide for this option:
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)
Here are the services we provide for this option:
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
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 and 1099 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
Prepare and send 1099's for all contract labor, rent, interest, dividends, etc.
Prepare and send 1099s and 1096 to the IRS and state
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
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Work Phone Number
*
Please enter a valid phone number.
Cell Phone Number
Please enter a valid phone 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
Type of Entity
Please Select
LLC
Partnership
Corporation
Proprietorship
Tax Form (if known)
Please Select
990
1040
1065
1120
1120 S
Number of Owners
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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