Client Area | C.L.A. Business Solutions

Basic Company Information

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Company Name

Phone Number

Email Address

Company Address

Suite, etc.

City

State

ZIP Code

Years in Business

Industry & Principal Product/Service

Principal (Director, CEO, CFO) decision making contact

Name

Phone Number

Email Address

Internal Accountant/Bookkeeper/Comptroller contact

Name

Phone Number

Email Address

If "Other" business entity, please explain

Company EIN

Current Status

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Accounting SoftwareQuickBooks OnlineQuickBooks DesktopOther (See notes below)

If "Other" accounting software, please explain

Last completed financial statements date

Month

Day

Year

Books Closed?YesNo

If "Yes" for books closed enter date

Month

Day

Year

Additional Notes

Last year income tax returns were filed

Month

Day

Year

Do you manage or track inventory?YesNo

Additional Notes

Do you have employees and/or subcontractors?YesNo

How many employees?

How many subcontractors?

How many accounts do you have?

Checking

Savings

Credit Cards

Loans

Leases

Additional Notes

Expectations/Needs

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How often do you need to review financial reports (and feel a high level of confidence that the numbers are as accurate as possible; including: bank and credit card accounts reconciled, customer and vendor balances accurate, and/or inventory valuation is accurate)?DailySemi WeeklyWeeklyBi WeeklyMonthlyQuarterlyAnnually

Additional Notes

How often do you expect to have a conversation with your external bookkeeper / accountant?

How fast do you expect a call back or e-mail response?

Do you expect your external bookkeeper / accountant to be available to engage with conversations with 3rd parties such as: Tax Preparers, Investors, Bankers/Lenders, Vendors, Customer, and/or Government entities? And/or prepare special reports or provide written explanations or affirmations of your financial reports?

How much training, education, and/or one-on-one walkthrough are you expecting your external bookkeeper / accountant to provide?

Do you collect Sales Tax?YesNo

If Yes, Which States?

If No, What type of activities are you engage in which you are not sure whether or not you should be collecting sales?

Do you track or want to track income and expenses by a specific segment/location/division of your business?YesNo

Additional Notes

Do you track or want to track all direct expenses related to a customer job?YesNo

Additional Notes

Do you have a Budget?YesNo

If "Yes", how often do you Monitor Actual vs. Budget Reports?

Do you pay sales commissions? (based on volume, profit, and/or other)YesNo

Additional Notes

Do you pay any other performance bonuses based on financial results?YesNo

Additional Notes

How do you want to track your books?Cash Basis OnlyAccrual Basis OnlyBoth (Cash & Accrual)Other (Please explain below)

If "Other" please explain

Logged In Users / Tasks You Want Us To Complete

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How many people (and “who”) in your organization will be logging into the QuickBooks to do “any” accounting work such as: (Write in CLA if that is something you’d like our firm to handle.)

Creating Estimates and/or Sales Orders

Creating Invoices

Creating Purchase Orders

Receiving Inventory

Making Inventory Adjustments

Creating Bills (Accounts Payable)

Paying Bills with checks and/or printing the checks

Preparing or approving timesheets

Preparing Paychecks

Paying payroll liabilities

Filling state and federal payroll forms

Paying sales tax liabilities and/or preparing sales tax forms

Marking previously entered bills as paid using manual checks or electronic payments

Writing and/or Printing Checks

Entering bank transactions and Reconciling Bank Account(s)

Entering credit card transactions and Reconciling Credit Card Account(s)

Creating or Querying Custom Reports

Consulting Standard Financial Reports

Additional Notes

You're Almost Done, Just A Few More Details!

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Do you have any plans to expand or scale back operations?YesNoOther (Please explain below)

Additional Notes

Have you currently working with other accountants, external bookkeepers, accounting/financial advisors or have you in the past?YesNo

If "Yes", who was it and what kind of work have they done?

Can you name a few strengths your previous firm had?

How could your former firm have improved their service?

What are some things that we can do (or forget to do) that would be deal breakers for our relationship?

What is the cost of ALL the technologies you are currently using internally? And do you feel you are getting the most return for that investment?

Do you want a specific list of extremely narrowly defined sets of services of us to provide or are you looking for broad/dynamic scope of work?

After we send you a proposal with our price and scope of work, and you approve it… Ideally, when would you like for us to start working?