The LOA "Pre-Flight" Client Checklist:



For Business Start-Up Packages ($150 March Special):

• Desired Business Name: Have 2–3 options in case your first choice is already taken in the state registry.

• Business Address: The physical location or P.O. Box you want associated with your legal filings.

• Owner Identification: A clear copy of your Driver’s License and Social Security Number (required for IRS EIN filings).

• Nature of Business: A brief 1-sentence description of what your business does (e.g., "Residential Landscaping" or "Mobile Notary").


For Bookkeeping & Financial Services:

•Access to QuickBooks: If you have an existing account, have your login or "Accountant Invite" ready.

• Last 3 Months of Bank Statements: For all business checking, savings, and credit card accounts.

• List of Recurring Monthly Expenses: (Rent, software subscriptions, insurance premiums, etc.).

• Tax Records: Your most recently filed business tax return (if applicable).


For Revenue Recovery (Collections):

• Outstanding Invoices: Copies of the unpaid invoices, including the original date and amount due.

• Customer Contact Info: Name, phone number, and last known address for the account in question.

• Communication Log: Any notes, pictures, texts, or emails regarding previous attempts to collect.
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