It’s important to note that our services do have limitations. We do not adjust records to comply with Generally Accepted Accounting Principles (GAAP) or specific tax requirements, nor do we conduct any audit or verification of the submitted data. Reports generated are strictly for internal management use and do not constitute official financial statements. We also do not provide legal services or perform procedures to uncover errors, fraud, or illegal activities.
To facilitate the setup process efficiently, timely provision of certain documents and information from your end is essential. These include the balance sheet as of the effective conversion date, check registers, bank statements, customer account details, invoices, receipts, sales tax and vendor information, purchase orders, federal tax ID number, payroll specifics, employee data, and any other pertinent information essential for our engagement. Please be aware that all information provided by you will be used as-is, without further validation on our part.
