Bookkeeping Assessment Sheet
Thank you for allowing Abracadabra Accounting the opportunity to provide an estimate for your bookkeeping needs. For an accurate estimate, please use the form below to provide all the needed information.
If you have any questions or concerns, feel free to contact us at: Rob@Abracadabra-Accounting.com
Company Name
Company Address
Phone Number
Please enter a valid phone number.
Email
example@example.com
What type of business is it? (Medical, retail, service, etc.)
What is the legal structure? (LLC, S-Corp, Sole Proprietor, etc.)
How many locations or business entities do you operate?
How many bank and credit card accounts do you use for the business?
Approximately how many total transactions occur per month?
Do you accept payments through any third-party platforms? (Square, Stripe, PayPal, etc.)
Are you currently using any accounting software? (QuickBooks Online, Xero, etc.)
Do you need help setting up or cleaning up existing books? If yes, how many months?
Do you have employees or contractors? If yes, how many?
Which payroll provider do you use (if any)?
Do you manage patient/client invoicing yourself?
Do you need help managing bills or payments to vendors?
Which financial reports are most important to you? (P&L, Balance Sheet, Cash Flow)
Would you like monthly or quarterly review meetings or reports?
Do you need ongoing support or just year-end reconciliation?
Are there any deadlines, grant reporting needs, or audits to prepare for?
What is your ideal start date for bookkeeping services?
If anything else you would like to add put it here below .
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