Get your bookkeeping estimate

1

How should I contact you?* This field is required.I'm not going to sell your contact information or send you endless emails trying to get you to buy something. I wouldn't want you to do it to me, so I won't do it to you.

2

Please tell me about your business.* This field is required.

Type of Business

Business Entity Type

Accounting software

Accounting program used

3

Number of bank or credit card accounts to reconcile each month:* This field is required.

4

Do you have employees or contractors?* This field is required.

YESNO

5

Tell me about your employees / contractors

Number of employees

Number of independent contractors

Payroll Frequency

If other, please explain.

6

Which service plan do you need?* This field is required.I may recommend something else when we talk, and you are not locked in to your service plan. Today I'm just trying to get you a ballpark.

Startup Catch-Up - One time setup fee, cleanup of up to 12 months, monthly reconcilliation, basic reports.

Quarterly Care Plan - Monthly categorization/reconciliation, quarterly reports, optional add-ons.

Montly Monitor Plan - All from Quarterly plus monthly financials, budget vs. actual, and CPA ready files

7

How many months do you need me to catch up?I recommend going back to the beginning of the current year. If it is after January and you have not filed your taxes for the previous year and need the previous year categorized, there will be an additional one time charge of $300.00 (not included in your estimate).

8

Select any extras you'd like:

Payroll processing

Accounts payable / Vendor management

Accounts receivable / invoicing

Additional reporting (custom performance reports based on the numbers that matter most to your business).

Owner’s Pay & Profit Planning as described in Mike Michalowicz’s book, "Profit First". Profit First" is a registered trademark of Mike Michalowicz. I am not affiliated with Profit First Professionals™