There are some important discussion topics to cover during your First Free Consultation with Lend A Hand Accounting. Your accountant will want to connect with you personally to discuss how we can best serve the bookkeeping and accounting needs of your business. It is important for us to fully understand and develop an accounting story for your unique business. You can help us to achieve this goal by sharing how you manage your business operations. Please review each of the topics below to prepare for your upcoming Screen Share Meeting with your new dedicated accountant.
CUSTOMERS, SALES, PRODUCTS & SERVICES
Products and services that you sell to your customers
Estimate or quote process for your customers (if any)
Customer invoicing or sales receipt process for customer sales
Payment terms and methods of payment for customer sales
Job costing or project tracking process for customer work (if any)
VENDORS, CONTRACTORS, EXPENSES & COGS (COST-OF-GOODS-SOLD)
Products and services that you purchase from vendors or contractors
Purchase order or contract process for vendors & contractors (if any)
Vendor or contractor bill and/or expense receipt and payment process
Vendor or contractor payment terms, credit accounts, & vendor payment methods
Vendor or contractor bills and expenses that are billable to customers (if any)
EMPLOYEE PAYROLL & OWNER PAY OR DRAWS
Number of hourly & salaried employees and frequency of their pay (if any)
Owner pay or draws, and frequency of owner pay or draws
Third-party applications you use such as Gusto or Paychex to process payroll (if any)
BANK ACCOUNTS, CREDIT CARD ACCOUNTS & POS (POINT-OF-SALE) ACCOUNTS
Bank names and number of company bank accounts
Credit Card company names and number of company credit card accounts (if any)
Third-party app names and number of POS, Booking or E-Commerce accounts (if any)
OTHER ASSETS, OTHER CURRENT ASSETS, LONG-TERM ASSETS & FIXED ASSETS
Other current assets such as inventory, employee advances & loans to shareholders
Fixed assets such as buildings, land, computers, equipment or company vehicles
Other long-term assets or security deposits you have paid that will be returned
Other assets such as non-professional use licenses for things such as selling alcohol
OTHER CURRENT LIABILITY & LONG-TERM LIABILITIES
Other current liabilities such as lines of credit, loans, taxes due, & rents in trust
Long-term liabilities such as notes payable that your business owes over 12 months
Third-party applications you use such as FreshBooks, TSheets, Expensify & Bill.com
Third-party POS, E-Commerce or Booking systems used but not connected to QBO
Accounting and Bookkeeping Support by a QuickBooks ProAdvisor Program Member
I founded Lend A Hand Accounting because I believe accounting and bookkeeping services should be affordable, efficient, and flexible. We use flat fee pricing, which makes our accounting services a comfortable fit for any budget. At Lend A Hand Accounting, we’ve found a formula that really works! You select the accounting services you need, and control when you want to start or stop services. It is all in your hands! We’ve cut out the need for endless phone calls and long trips to the accountant’s office.
Feel free to call or text me now at 360-637-4799. We can also get started right away. Go ahead and create a free account and we can automatically look at your books and let you know where you stand.
We really appreciate your business and look forward to serving all of your accounting and bookkeeping needs. Thanks again!
The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.