Request a

Bookkeeping Quote

We’re here to answer any question you may have.

Business Full Legal Name:

Business Name (if applicable):

Contact Email:

Phone Number:

Which accounting method do you use in your books? (Cash or Accrual)

How many bank accounts do you have under the business name (checking, savings, money market, or investment)?

How many credit cards do you have under the business name?

What system/source do you use for recording sales (quickbooks, stripe, shopify, internal system)?

Do you maintain inventory? Who determines COGS?

How do you invoice your customers and what is the delivery method?

Do you have payroll? If so, who is your payroll provider?

Do you currently track fixed assets for depreciation? Do you have intangible assets that require amortization?

Do you currently have any business loans? How many?

Are you up to date with your bookkeeping? If catch-up work is required, from what date?

Do you need any clean-up in your books? If yes, how many months need to be cleaned up?

Do you currently use QuickBooks Online for your accounting?

Do you need to track income and expenses separately by department, division, or location?

Would you like to track contractor payments for 1099 reporting?

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