Personal Details
Your Name
Company Name
Email Address
Phone Number
Business Type
How often are you wanting the bookkeeping services performed?
How long have you been in business?
Step 2
The following are common bookkeeping functions. Please check mark each item that applies to your situation of services needing a quote on:
If you need Accounts Receivable/Invoices generated on your clients, how many per month approximately?
If you need Accounts Payable/bills entered from your vendors, how many per month approximately?
What accounting software are you currently using? *
How will we login to access your accounting data file? *
Step 3
How many employees do you have?*
How many in total of banking, credit card and loan accounts do you have set up in your accounting file that need to be reconciled on a monthly basis?*
How many in total transactions approximately appear across all your banking, credit card, paypal and merchant statements every month? *
Do you know how many hours, roughly, it takes to do the bookkeeping monthly?*
Are your current set of books in arrears, do you need catch-up bookkeeping services? How many months?*
What is the current condition of the books?*
Clean
A little messy
Very messy
When you become a customer, how will you be sending your source documents to us?*
What is your monthly budget for the services you require?*
How did you find us? This field is not required, however we sure do appreciate you letting us know!
