S&W Bookkeeping Intake Form

S&W Bookkeeping Quote Request
Please fill out the form below to request a quote for our bookkeeping services.

This form serves as a substitute for a consultation, but we may need additional communication before arriving at a quote and service agreement.

While this form helps us efficiently build your quote, we prefer to start with a consultation - it gives us a chance to understand your business more personally, ask the right follow-ups, and make sure we’re the right fit.

If you can find the time for a 30-40 minute phone call, please book a time here:
Calendly.com/steven-faria-sw-books/freeconsultation
Full Name*

First NameLast Name
Email Address*
Phone Number*
Business Name*
Website
Location*
City, State
About Your Business
What industry are you in, and what products and/or services do you offer?*
Please describe your business's history, goals, and current focus.
What do you want your bookkeeping to help you achieve?*

Know my net profitsPrep for taxesBreak down where my money goesBe prepared to expand or hireSecure a loan or funding
Average Annual Revenues
Business Type*
Ex. Sole proprietor, LLC, PLLC, S-Corp, etc.
How many employees or contractors, not including yourself?*
Please clarify if you have W-4 Employees or 1099 Contractors.
How do you currently run payroll?*
While I don't manually run payroll, I partner with Gusto which directly integrates with QuickBooks. If you don't have a system in place for payroll, I will help you set a Gusto company up.
Describe all assets owned by the business.*
Ex. Property, equipment, vehicles.
Describe all loans or lines of credit owed by the business.*
Current Bookkeeping Setup
Average Number of Monthly Transactions
If you're in Quickbooks, or if you're unsure, please feel free to skip this - we'll verify later in our onboarding process.
How many Checking and Credit Card accounts do you have, and who are they with?*
How do you create invoices or track and receive payments? *
Are there ever any personal expenses in the books?*

YesNo
How do you store financial documents and records? (receipts, invoices, statements, contracts, 1099s, etc.)*
Ex. Google Drive, QBO, cardboard boxes
Current Bookkeeping Software*

QuickBooks OnlineQuickBooks DesktopXeroZohoFreshBooksSageSpreadsheetsNoneOther
If Other, please specify the software:
If not already, are you open to switching to QuickBooks Online?

YesNo
Who currently handles your books?*
Ex. An agent from your current software, a CPA, an office manager, an internal accountant, yourself, etc.
What does your current bookkeeper do?*
Ex. Doing your books month-to-month, generating reports, filing TPT and annual/quarterly taxes, running payroll, etc.
Services Needed
My basic bookkeeping starts at $45 per month and includes monthly:
- Expense Categorization
- Account Reconciliation
- Profit and Loss Report, and any other report you may need
- Simple analysis of the above reports
  - Net profit margin, current ratio, YoY and MoM trend comparisons
You may require supplementary services, depending on your industry or situation, which may need additional monthly or project-based pricing. Please fill out those details below.
What year did you last file taxes for?*

20242023Other
Will you require a catch-up of your books?*

YesNo
If yes, how many back transactions do you have, going back to January 1st?
If you prefer not to calculate this right now, I can perform a count later in our onboarding process.
Locations
How many locations will you need tracked for profitability?
Class tracking
How many classes will you need tracked for profitability? These may be different departments, products, teams, etc.
Project tracking
On average, how many projects, or jobs, will you need tracked for profitability at any one time?
A/P
How many bills and payments would you like help with each month?
A/R
On average, how many invoices would you like to be created and managed each month?
Would you like help filing sales tax?

YesNo
How often do you file sales tax or TPT, if at all?

AnnuallyQuarterlyMonthly
Your Budget ($)
Preferred Start Date

MonthDayYear
If you are not currently in QuickBooks, please upload your three most recent bank statements.

This is not required, but helpful, since your quote will be based purely off of transaction amounts. Feel free to cross out any account numbers or sensitive information - I only need transaction data.
Cancelof
After submission, you'll receive a quote or an email for further info within 1-2 business days.
Should be Empty:

S&W Bookkeeping Quote Request

About Your Business

Current Bookkeeping Setup

Services Needed