Tell Us About Your Business

Please complete the following questionnaire to tell us a little bit about your business. We use this information to understand how we can best serve your business needs and for estimating our fees for services. If you have any questions while completing this form, please email jessica@fpgtax.com or call us at (816) 941-2900.

About Your Business

Bookkeeping and Accounting Setup

Current accounting software (QuickBooks, QuickBooks Online, Sage, etc.)

Accounting file is current and up-to-date through: * required

Names and positions of bookkeeping/accounting staff

Tasks handled by bookkeeper or accounting staff (check all that apply)

Bank and credit card reconciliations

Payroll

Managing accounts payable

Managing accounts receivable

Tracking loans or fixed assets

Preparing financial reports

Sales tax filings

Other:

Does the bookkeeper have written month-end procedures or checklists?

How often are bank reconciliations performed?

Bank reconciliations are completed through * required

Do you use a payroll service? *

Yes

If yes, which provider?

Do you have any outstanding tax notices or audits? *

Yes

If yes, please explain?

Banking and Credit Cards

Number of business bank accounts

Approximate number of bank transactions per month

Number of business credit cards

Approximate number of credit card transactions per month

Financial Reporting and Oversight

Approximate annual revenue ($)

How often do you review financial reports?

Who reviews financial reports?

Which reports are most important to you? (check all that apply)

Profit & Loss (Income Statement)

Balance Sheet

Cash Flow Statement

Budget v. Actual

Other:

Are there any accounting pain points or problems we should be aware of?

After you click Submit below, you will be redirected to our Secure Upload page, where you can upload your most recent Profit & Loss Statement and Balance Sheet, tax return, and quarterly payroll reports.

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FPG Tax & Accounting, LLC | 10925 Antioch Road, Suite 200, Overland Park, KS 66210 | 816.941.2900

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Tell Us About Your Business

About Your Business

Company Information

Bookkeeping and Accounting Setup

Banking and Credit Cards

Financial Reporting and Oversight