Bookkeeping Services Request Form

1
CONTACT INFORMATION* This field is required.
Full Name
Business Name
Please enter your email address
Please enter your phone number
Please Select
Email
Text
Phone Call
Preferred Contact Method
2
Type a question
3
BUSINESS SNAPSHOT* This field is required.
Please Select
Please Select
LLC
C-CORP/S-CORP
PARTNERSHIP
SOLE PROPRIETOR
NOT FORMED YET
ENTITY TYPE
STATE OF FORMATION
Please Select
Services
Manufacturing (You make products)
Merchandising (You purchase products for resale)
BUSINESS TYPE
YEAR STARTED
INDUSTRY
4
WE ARE LOCATED IN LOS ANGELES, CA. WOULD YOU CONSIDER RECEIVING BOOKKEEPING SERVICS REMOTELY?* This field is required.
Yes
No
5
WHAT SERVICES ARE NEEDED?* This field is required.
Initial Bookkeeping Setup
Monthly Bookkeeping
Bookkeeping Catch-Up / Clean-Up
Invoicing / Accounts Receivable
Bill Pay / Accounts Payable
Financial Reporting
Notarization
Payroll
Not Sure
Other
6
HOW DO YOU CURRENTLY TRACK INCOME AND EXPENSES?* This field is required.
Excel Spreadsheet
QuickBooks Online
QuickBooks Desktop
Wave Accounting
Xero
FreshBooks
Zoho Books
Something Else
7
DO YOU HAVE EMPLOYEES?* This field is required.
Yes
No
No, but will/plan to hire soon.
8
IF SO, WHAT PAYROLL SOFTWARE DO YOU CURRENTLY USE??* This field is required.
Gusto
QuickBooksPayroll
ADP
PayChex
Square Payroll
Rippling
Deel
Sure Payroll
Other
9
HOW MANY BANK AND CREDIT CARD ACCOUNTS IN TOTAL DO YOU USE?* This field is required.
1
2
3
4
5 or more
10
HOW MANY TOTAL BANK AND CREDIT CARD TRANSACTIONS DO YOU HAVE EACH MONTH?* This field is required.
10-50
50-100
100-200
200-300
300 or more
11
WHAT DAY AND TIME WORKS BEST FOR YOUR INITIAL CONSULTATION? (MEETINGS ARE IN THE US PACIFIC TIME ZONE)* This field is required.
12
PLEASE SUBMIT YOUR $26 INITIAL CONSULTATION FEE VIA ONE OF THE PAYMENT METHODS BELOW:

C&C CREDIT/DEBIT PAYMENT LINK (CLICK HERE)
13
PLEASE TYPE "YES" TO CONFIRM THAT YOU UNDERSTAND THAT YOUR APPOINTMENT IS NOT CONFIRMED UNTIL YOU SUBMIT YOUR INITIAL CONSULTATION FEE* This field is required.
14
I ACKNOWLEDGE THAT I HAVE READ AND AGREE TO THE TERMS & CONDITIONS, PRIVACY, LEGAL DISCLAIMER, AND PAYMENT PROCESSOR AND CHARGEBACK POLICIES OF COINS AND CLARITY BOOKKEEPING (LOCATED AT THE BOTTOM OF EACH WEBSITE PAGE).* This field is required.
YES
15
I ACKNOWLEDGE THAT I UNDERSTAND THAT COINS AND CLARITY BOOKKEEPING IS NOT A CERTIFIED PUBLIC ACCOUNTANT FIRM OR A LAW FIRM AND DOES NOT PROVIDE LEGAL ADVICE.* This field is required.
YES
16
I ACKNOWLEDGE THAT ALL THE INFORMATION I PROVIDED IN THIS FORM IS ACCURATE AND COMPLETE.* This field is required.
YES
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