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Overview

1. Full name

Full name is required.

2. Company name

Company name is required.

3. Adddress

Adress is required.

4. Email address

An email is required.

Email is not valid.

5. Phone number

A phone number is required.

6. How quickly do you need a quote?

7. What frequency/level of service are you looking for this bookkeeping quote?

7.1 How many months of catch-up/clean up services may required?

Enter number of Months

number of months required.

7.2 After the cleanup,what Frequency/level for the ongoing service?

Note:

8. Please check and mark each item that applies to your situation for services needing a quote.

Bank Reconciliations Credit Card Reconciliations Entering Receive Payments and Deposits

Services

Transcation volume information

10. 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?

Count of Creditcard accounts

information required.

Example: 3 - If there are none enter 0

Count of Bank accounts

information required.

Example: 2 - If there are none enter 0

Count of Loan or any other accounts

information required.

Example: 2 - If there are none enter 0

11. How many in total transactions approximately appear across all your banking,credit card, paypal and merchant statements every month that need to be reconciled?

Count of Creditcard acc. transcations

information required.

Example: 30 - If there are none enter 0

Count of Bank acc. transcations

information required.

Example: 50 - If there are none enter 0

Count of Loan or any other acc. transcations

information required.

Example: 2 - If there are none enter 0

12. Are you connected online banking with your banks and credit cards? Please mark all that apply:

Able to download everything via online banking Mixture of both online banking downloads and manual entry Manual Data entry We would not like to upgrade our online banking ,we would to continue to enter all manually!

13. Types of reports that you would like to delivered upon completion of the books:

Accounts Payable Report Accounts Receivable Report Balance Sheet Report Profit & Loss Report Budget to Actual Report Job Costing Report Statement of cash flows No reports needed

14. Do you have a cash basis or Accrual basis accounting system ?

15. What is the current condition of the books ?

Budget

16. What is your monthly budget for the service you require?

Note: if not sure, select option "No Budget"

Overview

Services

Transcation volume information

Budget

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