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Eligibility Checklist
To Be Chosen for this Program You Must Agree to Each of These Statements
- I will be using QuickBooks. (We do not have support for Macintosh users)
- I Agree to change to the restaurant standard chart of accounts.
- I will provide you with a bank reconciliation. (If you can not, Please go to 4)
- I will provide you with a list of outstanding checks and a list of deposits in transit.
- I will do all check entry in-house on QuickBooks.
- I have read and agree with the entire client commitment agreement.
- I have read, signed and am faxing and mailing the tax returns engagement letter.
- I have filed our previous year business tax returns.
- I have read, signed and am faxing and mailing the signed contract.
- I have filled out the automatic bank draft paperwork.
© 2005 THIS DOCUMENT IS CONFIDENTIAL AND PROPRIETARY TO BROOKS AND ASSOCIATES, CPA. P.C. AND CANNOT BE USED DISCLOSED OR DUPLICATED WITHOUT THE PRIOR WRITTEN CONSENT OF BROOKS AND ASSOCIATES, CPA, P.C. THIS IS PROTECTED BY FEDERAL COPYRIGHT LAWS AND NO UNAUTHORIZED COPYING, ADAPTATION, DISTRIBUTION OR DISPLAY IS PERMITTED.
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Copyright © 2006 Brooks & Associates CPA, PC. All rights are reserved.
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