Money Control Setup

Tell us how the money works now.

This is not a test. We need the real picture so your onboarding call starts in the right place.

1. You + the business

2. How the money is managed

Do you already use QuickBooks Online?

The Money Control Method runs on QuickBooks Online. Answer this and we will tell you exactly what to do next.

Accountant email: marquishawilliams@ddconsultingandassociates.com

Bookkeeping access is required

The Money Control Method depends on current books. Your business bank accounts, business credit cards, and business payment processors need to feed your bookkeeping system. Then invite marquishawilliams@ddconsultingandassociates.com as your accountant or accounting professional so D&D can review and maintain the books within your plan.

My business bank account(s) are connected to my bookkeeping software. My business credit card(s), if any, are connected. My business payment processors, if any, are connected or accounted for. I invited marquishawilliams@ddconsultingandassociates.com to my bookkeeping software as my accountant/accounting professional.

Do not send banking passwords to D&D. Use your bookkeeping platform’s accountant invitation and secure bank-feed connection tools.

3. Taxes + decisions

Gather before your onboarding call

• Last 2 years of business tax returns

• Last 2 years of personal tax returns

• Current year bookkeeping or financial statements

• Business bank and credit-card statements

• Formation/EIN documents

• Payroll reports, if applicable

• IRS or state notices, if any

• Loan or debt statements relevant to the business

I understand what documents D&D may request.

I confirm these answers are accurate to the best of my knowledge and understand D&D may request additional information before making recommendations.