Saturday, September 04, 2010

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Disclaimer - Marin Bookkeepers Referral Network

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Marin Bookkeepers Referral Network

Membership Application

Name_____________________________________________________________

Company Name_____________________________________________________

Address____________________________________________________________

City________________________________ Zip___________________________

Telephone___________________________ Fax__________________________

Email (Required)____________________________________________________

Certificates: Certified Bookkeeper_____ Enrolled Agent_____

Certified Public Accountant_____

Certified Financial Planner _____

Other____________________________________

Education: List accounting or career improvement classes taken

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Areas of specialization: ____________________________________________________________________________________________________________________________________________

Years in accounting/bookkeeping business: ________________________________

List accounting programs in which you are proficient:

Indicate your level of expertise in the following areas: (1=High, 2=Med, 3=Low)

PC	___	Fiduciaries	___	Income Tax	___	Partnerships	___
MAC	___	AR	___	AP	___	Cash Reconciliation	___
F/C Bookkeeping	___	Payroll	___	Sales Tax	___	Non-Profits	___
Data Entry	___	Inventory	___	Accrual Basis	___	Cash Basis	___
Construction	___	Trusts	___	Corps (S, C)	___	Sole Proprietors	___

Work location: Check if applicable

Central Marin	___	East Bay	___	Sonoma	___
North Marin	___	Full-time	___	Work @ home	___
Southern Marin	___	Part-time	___	Work @ clients	___
San Francisco	___

Office use only

Outlook_____, Access _____, Email_____, Roster_____, Dues_____, Name Tag_____