Reporting, Assets & Advisory — Update / setup form (auth-only) for Accounting / CPA. Standalone version — a hosted mini landing page (an embeddable twin is also available).

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: standalone.

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