Onboarding - streamline your data and bookkeeping

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Streamline your data and bookkeeping processes

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Onboarding form

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Dear Customer,

Welcome to the Profit Matters Family! Please complete this form so we can properly capture your expectations and serve you. Everything you enter into this form is secure. Our passion is to bring you an extraordinary experience. We are the accountants who are obsessed with having fun - numbers, spreadsheets, all things financials amongst ourselves and our clients. We really value work life balance and we think you should too. We know teamwork makes the dream work. We act with integrity while keeping your best interest at heart. We strive for accuracy - making a list and checking it twice. We are Profit Matters.
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:

Taxed as a:*

C-Corp
S-Corp
Partnership
Single Member LLC/Disregarded entity
Other

Origination Documents:

Drop files here or

Max. file size: 64 MB.

Please include: FEIN, S-Corp election, Articles of Incorporation, State ID, Partnership Agreement.

Please provide prior 3 Years Tax Documents:*

Drop files here or

Max. file size: 64 MB.

Please include any/all of the following: -Payroll/UI Tax Returns (quarterly 941, yearly 940, State returns), -Federal and State Tax Returns (schedule C if only filing one form with personal return, Form 1120 if incorporated) - Prior year forms 1096 or 1099-Misc

Years in Business:

Date business began:

MM slash DD slash YYYY

State Incorporated in:

State

Number of Shareholder/Partners:

Shareholder/Partners Names:

EIN:

Industry and Products/Services:

Principal Decision Maker:

Main Point of Contact:

First Last

Phone

Second Point of Contact:

First Last

Phone

Please upload any documents with details about the business:

Max. file size: 64 MB.

Including: Company business plan, company organiztional chart, budgets/forecasts, meeting minutes, etc.

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Bookkeeping

What Accounting Platform do you use?

☑ Please share your Quickbooks Online access with us. Go to gear icon > manage users > accounting firms > first name Profit, last name Matters > email quickbooks@profitmatters.co

Accounting Basis for your company?

Cash-Basis
Accrual-Basis
Other

Last completed financial statements date:

MM slash DD slash YYYY

Most Recent Financials:

Drop files here or

Max. file size: 64 MB.

Please Include most recent: Balance Sheet, P&L, (along with any account reconciliation documents), and current adjusted trial balance report (transaction detail).

Are your books reconciled and closed through last month?

Date last reconciled:

MM slash DD slash YYYY

How many business accounts (credit card, checking, savings, loan) do you currently use?

Please list all business accounts below:

Please include account/routing numbers.

Please upload last 2 years Bank and Credit Card Statements

Drop files here or

Max. file size: 64 MB.

Please include any reconciliations completed as well.

Who is responsible for reporting financial statements (internal CFO, Controller, etc.):

Do you manufacture products?

What do you include in your Cost of Goods Sold?

Do you manage or track inventory?

Please provide Inventory Detail:

Max. file size: 64 MB.

☑ Please create an accounting email for us and provide the username and password:  accounting@yourdomainname 

Do you prefer to give us bank login access, or provide us the bank statements on a regular basis? 

☑ Please provide all access to banks/loans/credit cards to the accounting email.

Do you have any assets that are subject to depreciation?

Please provide depreciation schedules.

Max. file size: 64 MB.

Do you have any loans/long term payable?

Please provide all loan documents.

Max. file size: 64 MB.

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

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Accounts Payable

We process payables received weekly on Wednesdays, so you can make payments on Fridays. Does this work for you?

Accounts Receivable

We process receivables weekly on Tuesdays to send invoices and to match checks received to invoices. Does this work for you?

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Payroll

Do you have employees and/or subcontractors?

Employees
Subcontractors
Both

Please provide a list of Employee's/Contractors:

Max. file size: 64 MB.

Include pay rates.

Please Upload any W-9's

Drop files here or

Max. file size: 64 MB.

Please tell us who your current payroll provider is, payroll schedule, and actual pay dates.

How will payroll data transfer into your accounting software?

Please upload any employee benefit information:

Drop files here or

Max. file size: 64 MB.

Including: 401k, HSA, health insurance, etc.

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Advisory Services

What items listed in your scope do you expect your CFO to accomplish on a monthly, weekly, annual basis?

How often and how do you want to communicate with your CFO? ie. via phone one time per week or via text, etc.

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Sales Tax

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

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?

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Tax Returns

Do you expect us to manage and file your federal business tax returns?

Do you have any state filling requirements?

Do you expect us to manage and file your federal personal tax returns?

Do you have any state filling requirements?

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1099’s

Do you expect us to manage and file your business 1099’s?

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Expectations

Do you expect us to manage and file your federal personal tax returns?

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?

Please provide any additional useful information:

Please Schedule an Appointment before submitting your onboarding application

Have you scheduled an appointment using the link above?*

I can confirm I have schedule a call

Name

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 9

General Information

Bookkeeping

Accounts Payable

Accounts Receivable

Payroll

Advisory Services

Sales Tax

Tax Returns

1099’s

Expectations

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

Services

Solutions

Resources

Contact

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