• Professional Accounting & Bookkeeping Assessment

    Thank you for your interest in our accounting and bookkeeping services. Please complete this assessment so we can better understand your business, current bookkeeping needs, transaction volume, and level of support required. Your responses will help us prepare accurate customized service recommendation and quote.

  • Business & Contact Information

  • Format: (000) 000-0000.
  • What type of business do you operate?*
  • How long have you been in business?*
  • Approximate annual business revenue*

  • Accounting & Bookkeeping Services Needed

  • Which services are you interested in?*

  • Current Bookkeeping Status

  • Are your books currently up to date?*
  • Who currently handles your bookkeeping?*
  • What bookkeeping software do you currently use?*

  • Monthly Transaction Volume

    Include deposits, purchases, payments, transfers, checks, fees, and other business activity.
  • Approximately how many total business transactions occur each month?*
  • How many business bank accounts do you have?*
  • How many business credit card accounts do you have?*
  • Approximately how many customer invoices do you issue each month?*
  • Approximately how many vendor bills do you receive each month?*
  • How do customers pay your business?*

  • Payroll & Contractors

  • Do you have employees? (This is ones that receive W2)*
  • How many employees do you have?*
  • How often is payroll processed?*
  • What payroll system do you use?*
  • Do you pay independent contractors?*
  • Approximately how many contractors do you pay annually?*
  • Will you need assistance preparing 1099s?*

  • Catch-Up & Cleanup Assessment

  • What period needs to be cleaned up?

  • Start Date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • End Date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Have your bank accounts been reconciled during this period?*
  • Are transactions currently categorized?*
  • Are business and personal transactions mixed together?*
  • Do you have access to all bank and credit card statements?*

  • Financial Reporting & Support

  • How often would you like financial reports?*
  • Which reports would you like?*
  • Would you like a monthly financial review meeting?*
  • Would you like budgeting or cash-flow planning assistance?*

  • Additional Business Complexity

  • Does your business have any of the following?*
  • How many separate business entities require bookkeeping?*

  • Service Expectations

  • How frequently would you like bookkeeping completed?*
  • When would you like services to begin?*
  • What type of engagement are you looking for?*

  • Service Pricing

    Accounting and bookkeeping services are customized based on transaction volume, number of accounts, current condition of the books, reporting requirements, complexity, and level of ongoing support required.

    Monthly accounting and bookkeeping services generally start at $425 per month. Catch-up, cleanup, historical bookkeeping, and special accounting projects are quoted separately.

    A customized recommendation and quote will be provided after your assessment is reviewed.

  • Preferred Method of Contact
  • Best time to contact you?
  • How did you hear about us?
  • Should be Empty: