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Scoping Form Request List
To create an accurate proposal, we request the following information about your business. This helps us understand your specific needs and tailor our services accordingly.
Company Information
- Legal business name and DBA (if applicable)
- Business entity type (LLC, Corporation, Partnership, etc.)
- Year established
- Industry and primary business activities
- Number and location of business entities
- Current annual revenue
- Projected growth over the next 12-24 months
Team Structure
- Total number of employees
- Current finance/accounting team structure
- Key stakeholders involved in financial decisions
- Reporting relationships
Accounting System Access
- Current accounting software (QuickBooks, Xero, etc.)
- Access to your accounting system (read-only initially)
- Chart of accounts structure
- Current financial workflows and processes
- List of integrated systems and tools
Reporting Requirements
- Current financial reporting cadence
- External reporting requirements (investors, board, banks)
- Key performance indicators (KPIs) you track
- Compliance and regulatory requirements
- Tax filing requirements and deadlines
Current Documentation
- Most recent financial statements
- Current working papers (if available)
- Existing financial policies and procedures
- Sample reports currently used by management
- Prior year tax returns
Once we receive this information, we'll review it thoroughly before our follow-up meeting. This allows us to come prepared with specific questions and preliminary recommendations tailored to your business needs.
All information provided is kept strictly confidential and is used solely for the purpose of creating your proposal.