Instructions
We have decided to no longer have an organizer to fill out on our website. If you do not have a software like QuickBooks we ask that you please use the organizer above to organize your business information. Using the provided organizer helps us to make sure we understand what you are providing us. If you do have a software like QuickBooks, please submit to us through our client portal the following statements in Excel format. Having them in Excel helps us out tremendously if you are able to do that.
- Trial Balance (dated 1/1/20xx – 12/31/20xx)
- Profit & Loss (dated 1/1/20xx – 12/31/20xx)
- Balance Sheet with previous year comparison (ending 12/31/20xx)
- General Ledger (dated 1/1/20xx – 12/31/20xx)
Feel free to call our office at (480) 898-7640 if you have any questions or issues.
