Scope and Pricing Information Form
Section 1 - Company Information
Contact Name:
*
Business Name:
*
Address:
*
Email:
*
example@example.com
Phone:
*
Format: (000) 000-0000.
Section 2 - Deadline for Financials
Select one option:
*
By the 10th
By the 15th
By the end of the 3rd week
By the end of the month
Section 3 - Business Accounts
Please list the number of each below:
Bank Accounts:
*
Users:
*
Investment Accounts:
*
Loans:
*
Credit Cards (# of accounts and # of users per account):
*
Section 4 - Other Accounting Items
Check all that apply related to your business:
*
Payroll allocations
Commissions
Deferred revenue
Prepaids
Accruals
Other
Add details for Other:
*
Section 5 - QuickBooks Overview
Please select from the following:
QuickBooks Platform:
*
Online
Desktop
Other
Sales Tax Filing Frequency:
*
Monthly
Quarterly
Annual
N/A
Bank/Credit Card feeds connected?
*
Yes
No
Section 6 - Other Accounting Items
Fiscal year-end:
*
Financials basis:
*
Cash
Accrual
Tax return basis:
*
Cash
Accrual
CPA:
*
Are you audited?
*
Yes
No
If yes, purpose:
*
Activities: Which current activities do you perform in QuickBooks?
*
Invoicing
Bill pay
Payroll
Sales tax filing
1099 filings
Payroll
Other
Ave. Monthly Transactions:
*
1-250
250-500
500+
Section 7 - Services Requested
Select which services you want your pricing quote to cover
Select all that apply that you would like included in the scope for your quote:
*
Monthly accounting
Invoicing
Bill pay
Payroll
Sales tax filing
1099 filing
Cash Flow Forecasting
Monthly KPI Metrics
Other
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:
*
Salary
Hourly
Both
Pay frequency:
*
Weekly
Every Other Week
Twice per Month
Monthly
Current Payroll Provider:
*
Employees (#):
*
Do you pay 1099 contractors through:
*
QB Payroll
QB Bill Pay
Other
No 1099 contractors
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