Onboarding - streamline your data and bookkeeping

Dear Customer, here is a list of questions that would help us to collect necessary information from you so that we can perform better work to serve your needs. You may skip any items that do not apply to your scope or that you have previously explained. Please answer the following questions, most importantly the required questions that are highlighted with asterisk(*). Thank you!

Please send all requested documents to onboarding@profitmatters.co

Our weekly schedule looks like this! 

Monday – We review emails, receipts, questions, clear bank feeds, and just spend some time looking at everything needed. 

Tuesday – We process accounts receivable, invoices, and record payments. 

Wednesday – We process accounts payable, clear bill.com inboxes, and match receipts.  

Thursday – We run payroll and make sure all checks and tax payments are processed correctly. 

Friday – We are not available for client calls/emails unless it is an emergency.

General Information

Legal Company Name:*

Company Address:

Street Address Address Line 2 City State ZIP Code

Type of Entity:

Please provide formation documents. (FEIN, S-corp election, Articles of Incorporation, State ID, etc.)

Drop files here or

Max. file size: 128 MB.

Please provide the prior 3 tax returns. (Federal and state tax returns, Payroll/UI tax returns, forms 1096 or 1099-misc) Please provide your prior year tax return if you cannot provide the 3 previous years.*

Drop files here or

Max. file size: 128 MB.

EIN:

Industry and Products/Services:

Principal Decision Maker:

Main Point of Contact:*

First Name Last Name

Email:*

Phone:*

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Payroll

Do you have employees and/or subcontractors?

Employees
Subcontractors
Both

How many for each employees?

How many for each subcontractors?

Who is your current payroll provider?

How will payroll data transfer into your accounting software?

Please provide any employee benefit information (401k, HSA, health insurance, etc.)

Drop files here or

Max. file size: 128 MB.

Advisory Services

Do you have a Budget? And how often do you monitor actual vs. budget reports?

Sales Tax

Do you expect us to manage and file your sales and use tax reports?

Do you collect sales and use tax?

If so, which States?

If not, what type of activities are you engaged in, in which you are not sure whether or not you should be collecting sales?

Expectations

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?

What are some things that we can do that would be deal breakers for our relationship?

Phone

This field is for validation purposes and should be left unchanged.

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Come onboard

Want to know more what Proft Matters can do for you?

Streamline your data and bookkeeping processes

Onboarding form

Step 1 of 3

General Information

Bookkeeping

Accounts Payable

Accounts Receivable

Payroll

Advisory Services

Sales Tax

Expectations

Having difficulty with the form above? Let us guide you through the process.

Services

Solutions

Resources

Contact

Partners

An accounting team to simplify the day to day to-do

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