All Engagements

Full Name* This field is required.

Email* This field is required.

example@example.com

Phone Number

Please enter a valid phone number.

What best describes your business?* This field is required.

Mental Health Practice

Wellness / Healthcare-related Practice

Other

What kind of help do you need?* This field is required.

Monthly bookkeeping

Cleanup / Catch-up bookkeeping

DIY Bookkeeping Support

Practice Systems Management

What stage is your business in?* This field is required.

Just getting started

Operating and stable

Growing / expanding

Established and more complex

Do you currently use QuickBooks?* This field is required.

Yes, QuickBooks Online

Yes, QuickBooks Desktop

No, Need to Subscribe

Do you want help as soon as possible?

Yes, urgent

Within 2–4 weeks

Just exploring

Who is this bookkeeping for?* This field is required.

Solo Owner

Small Team

Multi-Provider / Multi-Staff Business

Not sure

Approx. how many Bank and Credit Card Accounts need to be reconciled each month?* This field is required.

1–2

3–5

Approx. how many transactions do you expect per month?* This field is required.

Under 200

200–500

500–1,500

1,500+

How does your business get paid?* This field is required.

Mostly self-pay

Mostly insurance

Mixed self-pay and insurance

Other

Do you need Payroll, Contractor payments, or Accounts Payable Support?* This field is required.

Yes, one area only

Yes, multiple areas

Do you need Advanced Reporting beyond standard Monthly Bookkeeping?* This field is required.

No, just clean monthly books

Some extra reporting

Yes, more advanced reporting / advisory support

How far behind are the books?* This field is required.

1–6 months

7–12 months

More than 12 months

Not sure

What is the condition of your books?

Up to date but messy

Behind but data exists

Several months behind

Books are incorrect and need repair

How far behind are your books?

1 to 6 months

7 to 12 months

More than 12 months

Not sure

How many bank and credit card accounts need cleanup?

1 to 3

4 to 6

6 or more

Approximately how many transactions per month during the cleanup period?

Under 200

200 to 500

500 or more

Not sure

Do you currently use QuickBooks Online?

Yes

Not sure

Do you accept insurance?

Some

Mostly

Are there known errors to repair — duplicates missing income miscategorization?

Yes

Not sure

Does your chart of accounts need rebuilding?

Yes

Not sure

Do you have employees or contractors?

Yes employees only

Yes contractors only

Yes both

Would you like to transition to monthly bookkeeping after cleanup is complete?

Yes I want to move to monthly bookkeeping

Maybe let us talk about it

No just the cleanup for now

How many bank and credit card accounts need to be cleaned up?* This field is required.

1–3

4–6

Approx. how many transactions need review each month during the cleanup period?* This field is required.

Under 200

200–500

500+

Not sure

Is revenue matching or payout verification part of the cleanup?* This field is required.

Yes, some

Yes, significant / complex

Not sure

Are there known problems that make the cleanup more complex?

Prior accountant / bookkeeper errors

Chart of accounts needs rebuilding

Payroll issues

Multiple providers / staff payouts

None of the above

Not sure

What level of support are you looking for?* This field is required.

Occasional guidance and tools

Monthly oversight and review

Ongoing hands-on review and reconciliation support

How comfortable are you managing your own books?* This field is required.

Very comfortable

Somewhat comfortable

I need a lot of help

Do you currently use QuickBooks?* This field is required.

Yes QuickBooks Online

Yes QuickBooks Desktop

No I need to subscribe

What do you want the most help with?* This field is required.

Categorization

Reconciliations

QuickBooks setup

Revenue matching

Financial reports

Compliance and year-end readiness

Would you like AI-powered bookkeeping support through QleanBOT?* This field is required.

Yes I want AI support anytime

Maybe tell me more

No just human support

Would you like live bookkeeping support with a real advisor monthly?* This field is required.

Yes I want a human reviewing my books

Maybe

No I am comfortable on my own

Which DIY plan interests you?* This field is required.

DIY Essentials $49 per month

DIY Plus with QleanBOT $149 per month

Managed DIY $249 per month

Not sure recommend one

Do you see yourself moving to full monthly bookkeeping in the future?* This field is required.

Yes probably within 6 months

Maybe someday

No DIY works for me long term

How comfortable are you managing the books yourself?* This field is required.

Very comfortable

Somewhat comfortable

I need a lot of help

What do you want the most help with?

Categorization

Reconciliations

QuickBooks setup

Revenue matching

Reports

Compliance / year-end readiness

Which systems do you currently use?* This field is required.(Select all that apply)

Headway

Grow Therapy

SimplePractice

TherapyNotes

Jane

Other PMS

Clearinghouse (Office Ally, Availity, etc.)

Payment processors (Stripe, Square, etc.)

Not sure

How do you currently get paid?* This field is required.

Insurance only

Private pay only

Insurance + private pay

Multiple platforms (Headway, Grow, etc.)

Approximate monthly activity:* This field is required.

Under 100 transactions

100–300

300–700

700+

Do your payments, reports, and financials currently match across your systems?* This field is required.

Yes, everything matches

Mostly, with minor issues

Not really, there are inconsistencies

No, I don’t trust the numbers

What is your biggest challenge right now?

Payments don’t match reports

I don’t understand my revenue

Systems feel disconnected

Bookkeeping is confusing

Preparing for taxes

Other

Do you also want bookkeeping included?

Yes

Maybe

What type of business do you operate?* This field is required.

What best describes your business?* This field is required.

Owner-operated

Small team

More established / multi-staff

Do you have inventory?* This field is required.

Yes

Very limited

Not sure

Do you bill clients, collect customer payments directly, or both?* This field is required.

Mostly direct customer payments

Mostly invoices / receivables

Both

Not sure

Is there anything that makes your books more complex?

Payroll

Contractors

Inventory

Multiple locations

Sales tax

Job costing / projects

None of the above

Not sure

Estimate for Monthly BookkeepingCosts Starts at

Amount per Month

Estimate For Clean-Up / Catch-Up Bookkeeping

One Time Cost

Estimate For Practice Setup & Operations

Estimate for DIY Bookkeeping Support

Amount per Month

Estimated Monthly Investment — Bookkeeping and Practice Management
Based on your selections this is your starting estimate. Your QleanBooks advisor will confirm your final quote after a brief discovery call.

Estimated Cleanup Investment
Based on your selections this is your starting estimate. Every cleanup is scoped and quoted — your QleanBooks advisor will confirm your exact quote after a brief review.

Your DIY Plan Starting Price
Prices shown are monthly starting rates. Your QleanBooks advisor will confirm the best plan for your needs.

How would you like to move forward?

Schedule a Free Discovery Call (30 min) — Let's talk through your needs and find the right fit

Send Me an Engagement Letter — I'm ready to get started

I'd Like to Review the Quote First — Send me a summary and I'll follow up

I Have a Few More Questions — I'll reach out directly

How did you hear about QleanBooks?

Google Search

Referral from someone I know

Social Media

A QleanBooks book or resource

Other

If referred, who can we thank?

Preferred contact method

Best time to reach you (e.g. mornings, afternoons, after 5pm)

Is there anything else you'd like us to know before we connect?

Legal Business Name* This field is required.

Business Address* This field is required.

Owner / Signatory Name* This field is required.

Signatory Title* This field is required.

Email Address for Engagement Letter Delivery* This field is required.

example@example.com

Which service are you proceeding with?* This field is required.

Essential Books — Starting at $350/month (Monthly Bookkeeping)

Growth Books — Starting at $900/month (Monthly Bookkeeping)

Elite Books — Starting at $1,500/month (Monthly Bookkeeping)

Cleanup / Catch-up Bookkeeping

Practice Systems Management

DIY Bookkeeping Support

Desired Engagement Start Date* This field is required.

Date

Billing Preference* This field is required.

Monthly

Annual

Pleas Schedule Your Free Discovery Call