Darchicourt Consulting Scope and Pricing Information Form

Scope and Pricing Information Form
Section 1 - Company Information
Contact Name:
Business Name:
Address:
Email:
example@example.com
Phone:
Section 2 - Deadline for Financials
Select one option:

By the 10thBy the 15thBy the end of the 3rd weekBy the end of the month
Section 3 - Business Accounts
Please list the number of each below:
Bank Accounts:
Users:
Investment Accounts:
Loans:
Credit Cards:
Section 4 - Other Accounting Items
Check all that apply related to your business:

Payroll allocationsCommissionsDeferred revenuePrepaidsAccrualsOther
Add details for Other:
Section 5 - QuickBooks Overview
Please select from the following:
QuickBooks Platform:

OnlineDesktopOther
Sales Tax Filing Frequency:

MonthlyQuarterlyAnnualN/A
Bank/Credit Card feeds connected?

YesNo
Section 6 - Other Accounting Items
Fiscal year-end:
Financials basis:

CashAccrual
Tax return basis:

CashAccrual
CPA:
Are you audited?

YesNo
If yes, purpose:
Activities: Which current activities do you perform in QuickBooks?

InvoicingBill payPayrollSales tax filing1099 filingsPayrollOther
Ave. Monthly Transactions:

1-250250-500500+
Section 7 - Services Requested

Select which services you want your pricing quote to cover
Select all that apply:

Monthly accountingInvoicingBill payPayrollSales tax filing1099 filingCash Flow ForecastingMonthly KPI MetricsOther
What other information would you like us to know about your business or needs?
Do you have a budget for monthly accounting services? If so, what is it?
Section 8 - Payroll Details
Employees are:

SalaryHourlyBoth
Pay frequency:

WeeklyEvery Other WeekTwice per MonthMonthly
Current Payroll Provider:
Employees (#):
Do you pay 1099 contractors through:

QB PayrollQB Bill PayOtherNo 1099 contractors
Should be Empty:

Scope and Pricing Information Form

Section 1 - Company Information

Section 2 - Deadline for Financials

Section 3 - Business Accounts

Section 4 - Other Accounting Items

Section 5 - QuickBooks Overview

Section 6 - Other Accounting Items

Section 7 - Services Requested

Section 8 - Payroll Details