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General Business Information

What is the legal structure of your business?
How many members do you have?
How many shareholders do you have?
Are you anticipating significant growth, downsizing, or changes in the next 12 months?
Do you operate in multiple states?

Bookkeeping Needs

Are your books currently up to date?
How many years of historical cleanup do you need?
How many bank/credit card accounts do you use?
How many transactions do you typically have each month?
Do you have any loans or lines of credit?
Do you have an updated list of fixed assets & depreciation?
What accounting software do you currently use?
Do you require additional reporting, such as budget vs actual reports or cash flow forecasting?

Payroll & Employees

Do you have employees?
How many employees do you have?
Do you have a payroll processor?
Do you use contractors that require 1099s?

Inventory, Sales Tax, & Other Complexity

Do you manage inventory?
Do you manage project costing?
Do you sell products/services requiring sales-tax filings?
Do you need support with A/R (invoicing) or A/P (bills)?
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Your Recommended Package:

*Hourly support is also available for seasonal businesses. This quote is an estimate based on the information provided and is subject to change if the scope of work or business circumstances change. Final pricing will be confirmed prior to the start of services. This quote does not constitute a binding agreement. Please contact us with any questions or to discuss specific needs in more detail.

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