How often are you wanting the bookkeeping services performed?
How long have you been in business?
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? *
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?*
A little 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!