Webinar Prep Form Company InformationDate of Webinar MM slash DD slash YYYY Time of Webinar Hours : Minutes AM PM AM/PM Company Name Quick Books File (if different from above) Company Main Contact(s) First Last If there is another main contact with this company, check this box Second Main Contact Company Main Contact(s) First Last What State is this client located in?AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces PacificFinancial InformationWhat type of reports did they last receive(Required)PrelimsFinalsWhich month were these Reports for:JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecemberDoes this company have any expansion locationsNoYesDo they have team members?NoYesDoes Income balance to 1099?NoYesPlease explainDoes payroll tie to YTD?NoYesPlease explainAre all bank accounts reconciled (hard or soft) through Month end?NoYesPlease explainAre there any outstanding items currently needed from the client?Are there any specific issues on this file currently that I should be aware of?Do you have any additional notes that I should know?Bookkeeper (Your Name) First Last
