(405) 942-4980

Forms

Accounting Services Onboarding Form

Provide a brief description of business
Business Classification
Is the Business Physical Address the same as the Business Mailing Address?If No, please enter Business Mailing Address Below
(will receive sensitive financial information, can only be one)
The Main Point of Contact is the person we will reach out to with expense, payroll and general questions concerning your account (this can be more than 1 person).
Please Provide the Year
Profit & Loss: Can you provide a copy of the business profit & loss?
Profit & Loss: Do you believe the information contained in profit & loss is accurate?
Balance Sheet Can you provide a copy of the business balance sheet?
Balance Sheet Are assets listed accurate?
Balance Sheet: Are the listed liabilities on balance sheet accurate?
General Ledger: Can you provide copy of General Ledger?
General Ledger: Do you believe the information contained in the general ledger is accurate?
Please provide a list of bank and credit card accounts associated with business account. If you do not wish to provide a bank login, you will be responsible for loading all statements in your portal monthly.
Do you file any sales, mixed beverage, waste tire or any other state/ local tax?

Please provide OKTap (Sales/Beverage Tax) login information:

Provide routing & accounting for payments of these taxes

List of services provided by Chrisman & Chrisman
Contract Labor Previous to C & C start date?
Who will process 1099's for your business
          Billing Estimates
          Additional instructions or information