Detroit Girl Friday

Together we can do great things

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Let's WorkTogether

Ready to get your books cleaned up, caught up, or set up right? Fill out the intake form below so I can understand the condition of your books and give you an accurate estimate.

Thanks for reaching out. This form helps me understand the condition of your books so I can give you an accurate estimate instead of a guess. Answer what you can. If you don't know something, write "not sure" and we'll figure it out together.

1. Business Basics

Legal business name *

DBA or trade name (if different)

Your name and role *

Best email *

Best phone

Date the business started operating

Entity type

Sole proprietor

Single-member LLC

Multi-member LLC

S-Corporation

C-Corporation

Partnership

Other / not sure

EIN on file?

Yes

Not sure

Industry, and one line on what you sell

Number of W-2 employees / number of 1099 contractors

States where you operate or have sales tax nexus

Who is authorized to make financial decisions?

2. Scope of the Cleanup

What date range needs cleanup? (from month/year to month/year)

Has anything in that range ever been reconciled? If so, through what date?

What prompted this?

Tax notice or unfiled returns

Loan or financing application

Selling the business or bringing on an investor

New CPA asked for clean books

I lost track and want to catch up

Other

Is there a hard deadline? What's driving it?

Have books ever been formally closed for a prior year? Which years?

Detroit Girl Friday

Together we can do great things

Full-service accounting back office support for businesses in the Detroit area and beyond.

ella@detroitgirlfriday.com

Detroit Metro Area, Michigan