Summit CPA Accounting Services Quote

Summit CPA Accounting Services Quote

Please take 5-10 minutes and fill out the form below to get an instant quote to your inbox!
General Questions
Name*

First NameLast Name
Email*
Phone Number*
How did you hear about us?*
Full Business Legal Name*
Business Formation Type*
Is the company on cash or accrual basis?*
Check the Schedule C on your Tax Return - Line F
How is your accounting/bookkeeping currently handled?*

I do itWe have in house staff that does itWe have a contract with an outside bookkeeperMy tax accountant does itOther
Quote Fields
Base Package Accounting Services (services included in base pricing):
- Monthly/Quarterly Bookkeeping (depending on needs)
- Bank and other account reconciliation
- Budget Creation and Input
- Monthly Financial Statements
  - Profit and Loss Statement vs. Budget
  - Balance Sheet
  - Cash Flow Report
  - Fixed Asset Report (If applicable)
  - Accounts Payable Report (if applicable)
  - Accounts Receivable Report (If applicable)
- General Ledger Maintenance
- Expense Tracking
- Revenue Tracking
How often would you like your bookkeeping done?

MonthlyQuarterlyAnnually
What is the company's average annual gross revenue? *
Estimates are okay!
*Hidden* Percentage of Revenue
Do you need payroll services? (includes OH payroll tax return prep and filing)*

YesNoI Don't Know
*Hidden* Base Cost of Payroll
If yes above, how many employees do you currently have on payroll (include yourself)*
*Hidden* Cost per Employee
Do you need AR (Accounts Receivable) services?

YesNoI Don't Know
*Hidden* AR Base Cost
Do you need AP (Accounts Payable) services?

YesNoI Don't Know
*Hidden* AP Base Cost
Does your business have inventory?*

YesNo
*Hidden* Inventory Base Fee
Do you need inventory tracking services from Summit CPA?*

YesNo
*Hidden* Inventory Tracking Fee
Cost Breakdown

Please see below for a range of the monthly cost for our services. At Summit CPA we will honor this range and will not go above it. To get a final price and contract, please schedule your discovery call. The link for a questionnaire and to schedule a discovery call will be sent to your inbox, please fill out at your earliest convenience. We appreciate you reaching out :)
*Hidden* Base Monthly Amount
Top of Range - Monthly Invoice Amount (does not include Software Fees)
High End of Range - Monthly Invoice Amount (does not include software fees)
Bottom of Range - Monthly Invoice Amount (does not include Software Fees)
Low End of Range - Monthly Invoice Amount (does not include software fees)
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Summit CPA Accounting Services Quote

General Questions

Quote Fields

Cost Breakdown