• Request a Quote

    Share a few details about your business and the support you need so Beth can review and follow up with next steps and pricing options.

  • About you

  • Format: (000) 000-0000.
  • Preferred contact method*

  • Support needed

  • Services requested*
  • Last bank or card reconciliation completed
     - -
    2 digit month, 2 digit day, 4 digit year
  • Any discrepancies or backlog?*
  • Do you have an external accountant?*
  • Desired start date
     - -
    2 digit month, 2 digit day, 4 digit year

  • Software and systems

  • Main accounting software*
  • If you use QuickBooks Online, which tracking features are used?
  • If you use Sage, which analysis tracking features are used?
  • If you use Xero, which tracking features are used?
  • Third-party apps and system integration details

  • Accounts and activity

  • Petty cash maintained?
  • Currencies used
  • Approximate monthly total transactions
  • Approximate monthly customer invoices
  • Approximate monthly supplier bills
  • Seasonal activity?
  • Payroll needed or employees?
  • If yes, payroll pay frequency
  • If yes, provinces where employees are paid
  • If yes, payroll work needed

  • Additional complexity

  • Which complexity areas apply?*
  • Inventory tracking method
  • Inventory count/reconciliation help needed?
  • Investment currencies used
  • Supporting schedules needed for investments?
  • Program / event / committee / board reporting requirements
  • Do you need calculation or reporting help for unfinished work at month-end?
  • What types of fixed assets do you have?
  • Do you need an asset schedule?

  • Reporting and next steps

  • Reports needed*
  • Reporting frequency*
  • Preferred pricing*
  • Please do not include passwords, bank account numbers or other sensitive financial information.
  • Should be Empty: