We enjoyed meeting you and look forward to learning more details of what we will be working on. Please share some volume-based data below which will help us prepare your proposal. Ballpark as best as you can. Please contact us if you have any questions about what we are looking for below. 

Please include Legal Name plus any active DBAs.
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.
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.
Approximate number of manual checks cut per month.
Number of employees you W-2 at year-end.
Number of Contractors you 1099 at year-end.
Who is your payroll provider (if any)?
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).
Inventory Management
What system are you using to track inventory now?
Approximate number of shipped sales per month.
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?