Dear Customer, here is a list of questions that would help us to collect necessary information from you so that we can perform better work to serve your needs. You may skip any items that do not apply to your scope or that you have previously explained. Please answer the following questions, most importantly the required questions that are highlighted with asterisk(*). Thank you!
Please send all requested documents to onboarding@profitmatters.com
Our weekly schedule looks like this!
Monday – We review emails, receipts, questions, clear bank feeds, and just spend some time looking at everything needed.
Tuesday – We process accounts receivable, invoices, and record payments.
Wednesday – We process accounts payable, clear bill.com inboxes, and match receipts.
Thursday – We run payroll and make sure all checks and tax payments are processed correctly.
Friday – We are not available for client calls/emails unless it is an emergency.
☑ Please create an accounting email for us and provide the username and password: accounting@yourdomainname
☑ Please provide all access to bank/loans/credit cards to accounting@yourdomainname
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Assess your current tax situation and identify potential strategies for minimizing your business’s tax burden
