Please bring the following with you so that I can give you a free quote, customized to your particular business needs:
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Copy of the check register or check stubs preferably with descriptions as to what these expenses are for.
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Example: Southwestern Bell could be telephone expense or advertising.
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Cash Receipts / Sales Journal: totaled and balanced
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Please make a note when personal money or Loan deposits are put into the business by the owner or stockholder so that it is not recorded as income.
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Bank statements with canceled checks and deposit slips if possible
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Business credit card statements
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Copies of paperwork on any assets purchased such as: Furniture and Equipment, Vehicles, Land or Buildings, Investments
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Copies of paperwork on Loans, Leases or Lines of Credit.
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Payroll information:
1. Federal and State ID #'s and booklets
2. Employee information W-4's with Name, Address, and SS #
3. Payroll frequency
4. State unemployment Rate and ID#
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Articles of Incorporation (if applicable)