Company Details
{{form.First_Name}} {{form.Last_Name}}
{{form.Company_Legal_Name}}
{{form.Phone_Number}}
{{form.Street_Address}} {{form.Street_Address_2}},
{{form.City}}, {{form.State}} {{form.Zipcode}}
Accounting Details:
Accounting Platform: {{form.Accounting_Platform}}
Accounting Method: {{form.Accounting_Method}}
Transaction Types:
Estimates: {{form.Are_Estimates_being_tracked}}
Invoices: {{form.Are_Invoices_being_tracked}}
Sales Receipts: {{form.Are_Sales_Receipts_being_tracked}}
Deposits: {{form.Are_they_receiving_Deposits}}
Purchase Orders: {{form.Are_Purchase_Orders_being_tracked?}}
Bills: {{form.Are_Bills_being_tracked?}}
Bill Payments: {{form.Are_Bill_Payments_being_tracked?}}
Vendor Credits: {{form.Are_Vendor_Credit_being_tracked?}}
Estimates:
Converting Estimates into Invoices: {{form.Are_they_converting_Estimates_to_Invoices}}
Closing Out declined Estimates: {{form.Are_they_closing_Estimates_if_they_being_used}}
Deposits are taken on Estimates: {{form.Are_they_receiving_Deposits_on_Estimates}}
Notes: {{form.Additional_Estimate_Notes:}}
Sales Receipts:
Notes: {{form.Additional_Sales_Receipt_Notes}}
Invoices:
Notes: {{form.Additional_Invoice_Notes:}}
Customer Payments:
Payments are linked to the Invoice being paid: {{form.Are_Payments_being_linked_to_the_invoice}}
Notes: {{form.Additional_Customer_Payment_Notes}}
Purchase Orders:
Partial Purchase Orders: {{form.Are_Partial_Orders_Being_Accepted_on_Purchase_Orders}}
Purchase Orders are being closed out: {{form.Are_Purchase_Orders_Being_Closed_Out}}
Purchase Orders are being linked to Bills: {{form.Are_Purchase_Orders_Being_Linked_to_Bills}}
Total Open Purchase Orders: {{form.What_is_the_total_Value_of_all_Open_Purchase_Orders}}
Notes: {{form.Additional_Purchase_Order_Notes:}}
Bills:
Transaction Type being created:{{form.Is_the_company_using_Bills,_Expenses,_Bank_Feed_Matching,_or_All}}
Billable Expenses and being used: {{form.Do_they_track_Billable_Expenses}}
Extended Terms on Bills: {{form.Do_they_have_any_extended_terms_on_their_bills_(_Net_30_or_longer)}}
Bills use the following advanced features: {{form.On_Bills_do_they_use_any_of_the_following}}
Total Open Bills: {{form.What_is_the_total_Value_of_all_Open_Bills}}
Notes: {{form.Additional_Notes_on_Bills}}
Bill Payments:
Bill Payments are linked to the bill paid: {{form.Are_Bill_Payments_being_linked_to_the_bill_in_QuickBooks_or_QuickBooks_Online?}}
Bills are paid using the following methods: {{form.How_do_they_pay_their_bills?}}
Notes: {{form.Additional_Bill_Payment_Notes:}}
Vendor Credits:
Vendors issue credits as: {{form.How_are_Vendor_Credits_Issued?}}
Notes: {{form.Additional_Vendor_Credit_Notes:}}
Payroll Details:
Employer ID Number: {{form.Employer_Identification_Number_(EIN)}}
Current Payroll Company: {{form.Current_Payroll_Provider_2}}
Number of Employees: {{form.Number_of_Employees}}
Benefits: {{form.What_types_of_Benefits_do_you_offer}}
Reconciliation Date: {{form.Date_of_last_Payroll_Reconciliation_2}}
Payroll Liability Balance: {{form.Current_Payroll_Liability_Balance}}
Accounts Receivable:
{{form.Additional_A/R_Comments:}}
Accounts Payable:
{{form.Additional_Accounts_Payable_Notes}}
Inventory:
{{form.Additional_Notes_about_Inventory}}
Payroll:
{{form.Additional_Notes_About_Payroll}}
Notes:
{{form.List_Additional_Question_to_ask_the_Client}}
Service Level Suggestions:
{{form.Suggested_Ongoing_Service_Offerings_2}}
Optional Services:
{{form.Additional_Services_(Copy)}}
Checklist created by:
Parkway Business Solutions | (805) 419-9197 | https://parkway.business | [email protected]