Reporting, Assets & Advisory — Update / setup form (auth-only) for Accounting / CPA. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

Your asset details, the reporting you want to see, and the areas where you’d value our guidance.

What it collects (by section):

• Inventory & fixed assets — Inventory Tracking [choice: No / Yes - periodic / Yes - perpetual]; Inventory Valuation Method [dropdown: None / FIFO / LIFO / Weighted average / Specific identification]; Fixed Assets Register [dropdown: Yes / No / In progress]; Depreciation Method (books) [dropdown: Straight-line / Declining balance / Units of production / Other / Not applicable].
• Reporting cadence — Preferred Monthly Close Day [dropdown: Day 5 / Day 7 / Day 10 / Day 15 / End of month / …]; Reporting Package Preference [multi-select: P&L / Balance sheet / Cash flow / AR aging / AP aging / …]; KPI Focus (finance) [long text].
• Advisory & complexity — Advisory Focus Areas [multi-select: Cash management / Pricing/Margin / Tax planning / Forecasting / Entity structure / …]; Complexity Flags [multi-select: Multi-entity / Consolidation / Multi-state / Foreign ops / Grants/credits / …].

Form type: Update / setup (up), auth-only. Niche: Accounting / CPA. Deployment: embed.

Best for / surface when: Accounting / CPA client workflow — reporting, assets & advisory.