The purpose of this request is to gather the necessary information needed to meet your bookkeeping needs. Please do not hesitate to contact us if you have any questions/clarifications about our requests. Please note that some of these requests may not apply.
I. Electronic or Hard-copy Data
- Bank statements
- Credit card statements
- Customer invoices
- Receipts
- Loan statements
- Loan agreements
- Cancelled checks
- Tax returns
- Payroll data
- Inventory
II. Platform Information
- Accounting Software
- Point of Sale“POS” System
- Payroll Service