2. Bank Accounts
Number of bank accounts we would need to reconcile. Include checking, savings, PayPal and any other cash assets. Please include bank names so we can investigate feed capabilities.
3. Credit Cards
Number of credit cards we would need to reconcile. These should be cards under the name of the business. Please explicitly note if a card is personal and is being used for business.
Prior year total sales and what you are tracking to for current year total sales.
Describe the nature of the deposits we will be reconciling. Please include approximate breakdown and volume. e.g. 50% (about 30 / month) are Checks deposited by admin personnel, 25% come through Stripe, the rest are international wires (around 10-15 / month).
Current Inventory System
What system are you using to track inventory now?
Sales Volume per Month
Approximate number of shipped sales per month.
Average Transaction Value
Approximate average sale amount.
Do you sell to customers on account?
Do you ship internationally? If yes, what currencies are used?
Number of active products / SKUs.
Number of POs issued per month.
Number of warehouse locations and what country/state/province.
Do your products have kits or packs? Please describe.
Do you manufacture products or do you have them manufacturer and you buy completed units?
Do you serialize products or require batch tracking?
Do your products have expiration dates?
Is there any additional information we should know that we didn't ask?