New Client Preparation
Here you can find a few notes about becoming a new client.
Basic Information
- Business name:
- Business structure:
- Primary contact for financial matters:
- Business address:
- Email and phone number:
Financial Systems
- Current accounting software:
- Method of financial record-keeping (cloud/manual):
- Preferred communication method for updates:
Financial History
- Last three years of financial statements:
- Outstanding debts or taxes:
- Status of current books (up-to-date/needs clean-up):
Tax Information
- Social Security number:
- EINs:
- Primary tax obligations:
- Previous tax audits or compliance issues:
Business Goals
- Short-term financial goals:
- Long-term financial goals:
- Upcoming projects or investments:
Be prepared to provide duplicate data for each spouse and for each additional business entity.