Please fill out/upload all of the information requested below that you have available.

If you don't have everything ready right now, you can submit what you have and come back later with the rest!

Legit Ledgers, LLC.

Bookkeeping for the Equine Professional

Needed Information / Documentation for Bookkeeping Plan Proposal

First Name *

Last Name *

Email *

Required Basic Business Information

If you are returning to this form after submitting information previously, you can leave any fields blank that you have already submitted.

LEGAL Name of Entity

LEGAL Address of Entity

Physical Address of Entity (if different from legal address)

Phone

Website

Type of Organization

Basic Financial Information and Documentation

This information is needed in order to understand the transactional volume per month and the type of accounts being used in your business.

Most Recent Tax Return Year Filed

IF AVAILABLE: Copy of Previous Accounting File (Excel, Google Sheets, etc.) OR Accountant Access to Current Accounting Software (QuickBooks, FreshBooks, Xero, etc.) provided to Kristina Vaughn (kristina.vaughn@legitledgersllc.com)

Copy of Previous Accounting File (Excel, Google Sheets, etc.) OR Accountant Access to Current Accounting Software (QuickBooks, FreshBooks, Xero, etc.) provided to Kristina Vaughn (kristina.vaughn@legitledgersllc.com)

List ALL Business Checking, Savings, Credit Card, and Loan Accounts

Bank Statements - Upload the 3 Most Recent Statements from each account listed above.

If applicable, Average Number of Invoices Sent per Month

If Payroll Assistance is Needed, Number of Employees and Payroll Frequency

If applicable, Number of 1099 Contractors

Sales Tax Filings (Most Recent 3)

Remember, you can always return to this form using your name and email. Once you have submitted all of the relevant information for your business, you can choose to review the Free Bookkeeping Plan Proposal with me in person via a Zoom Meeting, OR you will receive a video recording of me reviewing the Plan for you to view in your spare time. If you would prefer a Zoom review, please reach out and let me know.

Thank You!

If you are unsure if any of these pieces of information are applicable for your business, please send me an email at kristina.vaughn@legitledgersllc.com.