Download the following Excel, Client Initial Consultation, fill out the fields that pertain to your company. This will allow me access to your accounting, bookkeeping, and Banking info, to assess your business’ needs to properly evaluate.
Download : New Client Initial Consultation.xlsx
Fill out and return to E-Mail: StingRaysBookKeeping@HotMail.Com
Required sensitive information, given to a Retired Career Security Officer!!!
The Reason for ‘My First Career as an Armed Security Officer‘ page is about earning your trust. The following information is the Sensitive Information we hold most private and secure, only sharing with people we trust. My security officer career required a ‘Commission (Carry Gun) / Non-Commissioned (Non-carry gun) permit. Meaning The State of Texas and The FBI have done full background checks, pictures and fingerprints every 2 or 4 years depending on gun permit status over 2 decades. Protecting people and businesses runs through my soul, my resume is a free background check and proof of my honest nature.
Client Needs Assessment
The (2nd) page is a Needs Assessment. A list of bookkeeping task with an easy Drop-Down menu to check Yes for all needed tasks. Space provided to add any comments.
