Please fill in the the following information to let us know about your business.
Business Entity Type*
Size of your Business in Dollars*
Who is currently doing your bookkeeping? *
What services are you looking for?*
Do you comingle any business and personal expenses?*
How do you pay your bills?*
How often do you run payroll?
As for payroll, how involved do you want to be?
Do you offer payroll benefits?*
How often do you need to review financial reports*
Do you track or want to track all direct expenses related to a customer?*
Do you track or want to track income and expenses by a specific segment/location/division of your business?*
Do you manage or track inventory?*
Are you cash-basis or accrual-basis?*
Do Assets and Liabilites match last filed tax return?*
Our monthly bookkeeping fee starts at $500/mo for up to 100 transactions. Do you want to continue to explore how we can partner?*
We only support Quickbooks Online. Will this be a problem?*
Please upload a Profit and Loss and Balance Sheet from last year.
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