Know your client Know your client Welcome to Fine Accounting Solutions! We’re excited to have the opportunity to assist your company with its financial needs. To ensure we can provide you with the best service possible, please take a moment to provide us with the following information:Company Information: Company Name * Business Address * Phone Number * Email Address * Type of Business * Year Established * VAT Number * Number of Employees * Number of Invoices Issued per Month * Number of Invoices Received per Month: * Number of Bank Accounts to be Handled * Number of Bank / Leasing / Shareholder Loans * Number of Investment transactions * Key PersonnelPlease provide the names and positions of key personnel within your company: Name: * Position: * Name: Position: Name: Position: Financial Information Annual Revenue: Net Worth: Current Financial Obligations: Outstanding Credits (if any): Leasing Agreements (if any): Services Needed:Please check the services your company is interested in: * Tax Preparation Accounting Services Bookkeeping Services Financial Reporting Historical Review Financial Analysis Budgeting and Forecasting Business Advisory Fiscal Residency VAT Registration Other (please specify):Additional Comments or Special Requests: Is there anything specific you would like us to know or any requirements your company has? Thank you for taking the time to provide us with this information. Rest assured that all details shared with us will be handled with the utmost confidentiality and used solely for the purpose of serving your company’s needs. If you have any questions or need assistance, please feel free to contact us at any time. Trimite If you are human, leave this field blank.
