Bookkeeping Service Quote Request

Bookkeeping Quote Request
Want to know how much it will cost for bookkeeping?

No problem!

Simply fill out the form below, and we will issue a quote to you within 1-2 business days!
Name*

First NameLast Name
Email*
example@example.com
Are you currently working with us for taxes?*

YesNoNot yet, but planning on it.
What sales channels do you currently sell on? (select all that apply)*

Amazon USAAmazon Canada / Mexico (NARF / Remote Fulfillment)Other International Amazon Platforms not listed above.ShopifyWalmartEtsyeBayMercariGOAT / AliasStadium GoodsStockXWooCommerceBigCommerceStripeWHOPGumroadTikTok ShopPhysical Retail StoreOther
What other sales channels do you sell on?
What is your sales split between the various sales channels?*
Example: "Amazon USA 95%, Ebay 3%, Walmart 2%"
How do you receive payments from your customers? (select all that apply)*

AmazonPaypalShopify PayStripeSquareGumroadHyperwalletMerchant ServiceCashappVenmoZelleWire Transfer / ACHOther
For Paypal, what countries have you accepted payments from?
If you are unsure, you can look at a recent monthly Paypal Statement. It will show what countries you have transactions in.
What business model are you operating? (select all that apply)*

Online Arbitrage (OA)Retail Arbitrage (RA)WholesalePrivate Label (PL)DropshipService BusinessNone of the AboveOther
What is the split between the business models you chose?*
Example: OA 50%, RA 30%, Wholesale 20%
Are you using any of the following software solutions? (select all that apply)

Inventory LabSellerBoardQuickbooksXeroA2XLinkmybooksOther Inventory Tracking Software not listed above.
Tell us how you currently keep track of your bookkeeping / accounting / inventory.*
Do you need a historical bookkeeping clean-up?*

Yes, I need to clean up bookkeeping.No, I only want a quote moving forward.
What time frame do you need cleaned up?
What is the exact month you would like us to start your bookkeeping? (If you do not have prior bookkeeping, we always recommend starting in January. If you do have existing bookkeeping, select the month that you would like us to take over bookkeeping.)

Start in January 2024Start in January 2025Start with next month.Start with a different month.
You selected "Other" month. What month would you like us to start with?
Do you want a full scale bookkeeping solution (Quickbooks + All financial statements), or do you just need help with getting everything ready for taxes? NOTE: If you are an S-Corp, you are required to have a Balance Sheet, which typically needs a full bookkeeping solution.

Full Bookkeeping SolutionJust Help For TaxesNot Sure

What is your revenue by Month for the prior 6 months? You only need to fill in the boxes below for the last 6 months that are applicable. (If you are looking for a historical clean up, enter in all months that you need cleaned up). *

	Revenue
January
February
March
April
May
June
July
August
September
October
November
December

Have you separated out your personal and business expenses into separate accounts?*

Yes, I keep business and personal separate.No, I put both business and personal expenses on the same credit cards / bank accounts.
How many bank accounts are you using for your business?*
Are you using Profit First for your business?*

YesNo
What Accounts are you using in your profit first system? (Select all that apply)

Operating Expense (Most Common)Income (Common but often skipped and combined with Operating Expense)Profit (Most Common)Inventory (Most Common)Owner's Pay (Most Common)Taxes (Most Common)Drip Account (Advanced)Shipping / Freight (Advanced)Product Development (Advanced)Advertising (Advanced)Payroll (Advanced)Vault / Savings (Advanced)Sales Tax / VAT (Advanced)Other
How many credit cards are you using for your business? (Include any cards personal or business that you used / are using for business purposes)*
How many loans do you have on your business (not credit cards)*
Example: Amazon Loan, Marcus Loan, Line of Credit from bank, SBA Loan
Do you have any accounts payable or accounts receivable that we need to track?*
Example: NET Terms with suppliers or customers
Please describe how you currently or plan to track accounts payable / accounts receivable:
How did you hear about our services?*
If from an existing client, please put name of Client.
Is there any other information about your business or accounting that you think would be useful for us to know?
Include info if you have additional businesses, non normal tax returns, etc.
Should be Empty:

Bookkeeping Quote Request