Accounting Services Interview

Have you setup a legal entity for your company?

Have you setup bank and/or credit card account(s)?

Have you setup payroll tax accounts for your company?

Have you setup sales tax account(s) with applicable taxing authorities?

Accounting system

Goal of outsourced accounting services

For project work: your budget

For ongoing accounting: your monthly budget

Use CPA firm to handle tax prep/returns

Estimated number of transactions per month (bills, invoices, bank transactions, payroll, etc.)

Pay vendors

Reconcile bank/credit card account(s)

Bill customers

Track inventory

Process Payroll

Setup interface with POS or other system

High Level CFO/Controller Services

Insurance Services (worker's comp, liability/property, etc.)

Technology or IT Services (computer/network/phone systems support)

Close books at end of month (reconcile all accounts, generate financial reports)

Please share any other relevant information useful in providing insight into your accounting goals.

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