This is the list I give to new clients to bring to me to get started on their books.
DBA or Incorporation papers
Bank statements
Credit Card Statements used for business
Receipts for Expenses
Sales figures
Loan documents for any business loans
Contracts on cars purchased
Information on vehicles used in the business
List of Assets Purchased for the Business
Contracts entered into, such as bids for jobs wonInformation on employees
Tax return for prior year
I will discuss what these are in more detail.
Next: DBA or Incorporation papers
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