Discovery Checklist

Discovery Checklist for Bookkeeping Services

AIS Solutions

Our goal is to educate and empower you about your business finances so you can make the best business decisions. In order to do this, we need to understand your business and your current accounting system.

Trust is essential

We understand that many of these questions are very personal but we only ask them to get the information required to do the best job we can for you. If it helps to make you more comfortable we are happy to sign your non-disclosure agreement prior to this process.

Discovery Checklist for Bookkeeping Services

21 Point Discovery Checklist

This detailed and in-depth assessment of your books is performed as a complimentary service.


There is a nominal fee if you request a written copy of our Discovery report.



Complete our New Client Questionnaire or get in touch with us!