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First Meeting For Business Owners

Thank you for choosing Buckingham Advisors. In order to get the most benefit from our meeting, we request that you submit a New Business Client Profile (below) and review the list of items to bring with you to your meeting. If you have any questions or if we can be of assistance, please call us: (937) 435-2742 or email service@mybuckingham.com.

Please complete the New Business Client Information form here

We request that you bring the following items with you to your first meeting:

  1. Most recent tax returns
  2. If using QuickBooks Online, the login information to be able to view the file during our meeting
  3. If using QuickBooks Desktop or other locally installed accounting software, the most recent Balance Sheet and Profit & Loss Statement, if available
  4. If interested in bookkeeping services, a copy of the last two bank statements and credit card statements to determine the number of transactions
  5. If interested in payroll services, a copy of the last two Payroll Journals or Payroll Details reports
  6. If interested in bill pay services, an average of the quantity of monthly vendor payments
  7. Any other information on specific items that you would like to discuss