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services:client_talent_management:talent_management_-_accounting [2018/07/16 15:54]
crystalbatignani ↷ Page moved from services:talent_team:talent_management_-_accounting to services:client_talent_management:talent_management_-_accounting
services:client_talent_management:talent_management_-_accounting [2018/07/21 20:03] (current)
raquelmartin
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-====== Talent Management - Accounting ====== +======Client ​Talent Management - Accounting ====== 
-\\  + 
-==== Accounting Questions==== +==== Accounting Questions ==== 
-\\  + 
-==== Client: ====+=== Client ===
 Confirm and verify the financials we have in the Db\\ Is your Business an LLC, Corp, Sole Proprietor?​\\ Is it the only Business? Design? Property Management?​\\ Do you own a Brokerage?​\\ What Franchise? What do they cover?\\ How many Agents?\\ How are they paid? Amount? Split? Hours they work? Who pays, you or Franchise?​\\ Accountant/​Tax Person? How are they paid? How much? Rating? A,B,C\\ Ask for priory tax Returns to do Audit with Books?\\ Bookkeeper? Duties? onsite? Paid? number of hours? Rating? A,B,C\\ Quickbooks? Which Version? Can we get R/O Access?\\ How many Staff?\\ How are they paid? Amount? Hours they work?\\ Do you have a payroll company?\\ How many Bank Accounts?\\ Do you or Employess use Company Credit Cards?\\ How many Credit Card Accounts?\\ Do you have Debt? Loans?\\ Do you pay Rent? Own building?\\ Ask for Copy of P&L if we don't have it yet, If we do have it then go over it and analyze\\ ​ Confirm and verify the financials we have in the Db\\ Is your Business an LLC, Corp, Sole Proprietor?​\\ Is it the only Business? Design? Property Management?​\\ Do you own a Brokerage?​\\ What Franchise? What do they cover?\\ How many Agents?\\ How are they paid? Amount? Split? Hours they work? Who pays, you or Franchise?​\\ Accountant/​Tax Person? How are they paid? How much? Rating? A,B,C\\ Ask for priory tax Returns to do Audit with Books?\\ Bookkeeper? Duties? onsite? Paid? number of hours? Rating? A,B,C\\ Quickbooks? Which Version? Can we get R/O Access?\\ How many Staff?\\ How are they paid? Amount? Hours they work?\\ Do you have a payroll company?\\ How many Bank Accounts?\\ Do you or Employess use Company Credit Cards?\\ How many Credit Card Accounts?\\ Do you have Debt? Loans?\\ Do you pay Rent? Own building?\\ Ask for Copy of P&L if we don't have it yet, If we do have it then go over it and analyze\\ ​
  
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   * Make sure expenses make sense   * Make sure expenses make sense
 \\ \\ \\ What are your expectations?​ What are you trying to accomplish?​\\ \\ \\  \\ \\ \\ What are your expectations?​ What are you trying to accomplish?​\\ \\ \\ 
-==== Bookkeeper/​Admin: ​====+ 
 +=== Bookkeeper/​Admin:​ ===
 \\ How long have you worked there?\\ What is your job description/​role ? What do you do?\\ Break down your hours? and Tasks?\\ Do you work onsite? Virtual? Both?\\ What type of sofware do you use? Quickbooks?​\\ \\  \\ How long have you worked there?\\ What is your job description/​role ? What do you do?\\ Break down your hours? and Tasks?\\ Do you work onsite? Virtual? Both?\\ What type of sofware do you use? Quickbooks?​\\ \\ 
-==== Get from them: ====+ 
 +**Get from them:**
 P & L Current and Last year comparison\\ Balance Sheet\\ Chart of Accounts\\ \\ P & L Current and Last year comparison\\ Balance Sheet\\ Chart of Accounts\\ \\
----- + 
-====== Notes from a Profit Review Call: ======+==== Notes from a Profit Review Call ====
 \\  \\ 
 === **Client Ben - Call with Steve and Tracey - 10/10/17** === === **Client Ben - Call with Steve and Tracey - 10/10/17** ===
  • services/client_talent_management/talent_management_-_accounting.txt
  • Last modified: 2018/07/21 20:03
  • by raquelmartin