First Choice
Bookkeeping Service

"The Small Business Specialist"

Firm Profile

Checklist of Information and Documents Needed For Bookkeeping Services

As a part of the Bookkeeping Service we will provide the following:

Balance Sheet, Cash Flow Statement, Income Statement, Journal Entry Report

In order to provide the above reports, we will need the following items:

Please provide the items checked for each year:


We can help you get this information together.  Let us know!!!!!

 In addition, please supply us with a copy of your Articles of Incorporation, copy of your employer identification number, and vendor’s license, if applicable.