• Bookkeeping Quote Form

    Monthly Bookkeeping Services

  • We're excited for the opportunity to work with you and help make your business finances smooth and stress-free!

    We know the financial side of your business can sometimes feel overwhelming, but you don’t have to handle it alone! Our goal is to bring clarity and confidence to your financial journey, so you can focus on what you do best: delivering exceptional experiences for your clients!

  • Bookkeeping Quote Form

    Monthly Bookkeeping Services

  •  This short questionnaire will help us provide an estimate of your potential monthly bookkeeping costs.

    We’ve kept it simple, so it won’t take much of your time, but it will give us the information we need to make sure our services fit your needs. To ensure the best experience, we recommend completing it on a laptop or desktop for easier navigation and greater accuracy.

    Once we have this initial overview, we'll connect on a call to review everything together, finalize your quote, and get you set up for success! From there, you'll receive an engagement letter and your first month's invoice, and we'll guide you through every step of the onboarding process. 

    Should you have any questions while filling out this form,
    please don't hesitate to send us an email.

  • Contact Information

    Please fill out the information below to help us proceed with your request.

  • We take your privacy seriously—your information will only be used for the services you’ve asked for and won’t be shared without your consent.

  • Business Information

    Please fill out the information below to help us proceed with your request.

  • PLEASE NOTE

    ** We do not offer tax preparation services**
    (but can refer you to trusted tax professionals if needed)

  • Our Service Package Recommendation

    Please fill out the information below to help us proceed with your request.

  • Please remember that this recomendation is meant to give you a general sense of the cost for our services and is not a final quote.

    To ensure accuracy in our monthly estimated fees, we do request additional information, such as access to your current bookkeeping software and recent bank and credit card statements.

    Once this information has been reviewed, we’ll finalize your quote and walk you through the next steps in our onboarding process.

    Please keep in mind that your final quote may adjust slightly based on the details you provide, but we’ll work closely with you to ensure our services fit your needs perfectly.

  • Getting Your Monthly Transaction Numbers

    In order to provide an accurate bookkeeping services quote, we’ll need a list of all the business accounts you use for financial transactions, such as bank accounts, credit cards, PayPal, or e-commerce platforms. 

    To help you find your monthly banking transaction amounts for quoting purposes, follow these easy steps:

    1. Log into Online Banking: Access your business bank account via the bank’s portal.
    2. Navigate to Transactions or Statements: Look for 'Transactions,' 'Account Activity,' or 'Statements.'
    3. Select Date Range: Choose the date range of transactions you'd like to export.
    4. Export as CSV: Find 'Download' or 'Export' options and select CSV format (compatible with most accounting software).
    5. Download and Check File: Ensure it opens correctly in spreadsheet software like Excel.
    6. Find Transaction Summary: Identify total deposits and withdrawals in the statement.
    7. Calculate Average: Repeat for 3 months to get a more accurate average.
    8. Multiple Accounts: Repeat for all business accounts. applicable.

  • Estimated Monthly Bookkeeping Quote

    Please fill out the information below to help us proceed with your request.

  • Based on the answers you've provided, our recommended monthly package is:

  • THE STARTUP SPARK PACKAGE
    Financial Ignition: Ideal for new businesses and solopreneurs
    Starting at $300 USD/month

    MONTHLY BOOKKEEPING SERVICES INCLUDING:

    • Bank/Credit Card Reconciliation: Includes up to 2 bank or credit card accounts.
    • Loan Reconciliations: Includes up to 1 loan account.
    • Transaction Categorization: Up to 50 transactions per month.
    • Bookkeeping Cycle: Monthly (Weekly and Quarterly options available upon request).
    • Financial Reporting: Basic monthly profit and loss report.
    • Chart of Accounts Setup/Modification: One-time fee of $200 for customization to meet management needs.
    • Bookkeeper Access: Email support provided.
    • Electronic Document Storage: Available.
    • Client Portal: Available.
    • Coordination with Your Preferred CPA or Tax Advisor: Included.

    Please note: These packages are designed to provide a general overview of our services. The specific services included in each package may vary depending on your individual needs and the complexity of your business. We offer a free consultation to discuss your specific requirements to create a customized package that meets your unique needs and budget.

  • THE BUSINESS BOOST PACKAGE
    Growth Accelerator: Perfect for emerging small businesses
    Starting at $600 USD/month

    MONTHLY BOOKKEEPING SERVICES INCLUDING:

    • Bank/Credit Card Reconciliation: Includes up to 3 bank or credit card accounts.
    • Loan Reconciliations: Includes up to 2 loan accounts.
    • Transaction Categorization: Up to 100 transactions per month.
    • Bookkeeping Cycle: Monthly (Weekly and Quarterly options available upon request).
    • Financial Review: Quarterly review included.
    • Financial Reporting: Monthly profit and loss report.
    • Chart of Accounts Setup/Modification: One-time fee of $150 for customization to meet management needs.
    • Bookkeeper Access: Email support and monthly scheduled call provided.
    • Electronic Document Storage: Available.
    • Client Portal: Available.
    • Coordination with Your Preferred CPA or Tax Advisor: Included.

     

    Please note: These packages are designed to provide a general overview of our services. The specific services included in each package may vary depending on your individual needs and the complexity of your business. We offer a free consultation to discuss your specific requirements to create a customized package that meets your unique needs and budget.

  • THE PROFIT PULSE PACKAGE
    Performance Optimizer: Designed for established businesses.
    Starting at $1,000 USD/month

    MONTHLY BOOKKEEPING SERVICES INCLUDING:

    • Bank/Credit Card Reconciliation: Includes up to 4 bank or credit card accounts.
    • Loan Reconciliations: Includes up to 3 loan accounts.
    • Transaction Categorization: Up to 200 transactions per month.
    • Bookkeeping Cycle: Monthly (Weekly and Quarterly options available upon request).
    • Financial Review: Quarterly review included
    • Financial Reporting: Detailed monthly profit and loss report.
    • Chart of Accounts Setup/Modification: One-time fee of $100 for customization to meet management needs.
    • Bookkeeper Access: Priority Email support and bi-weekly scheduled call provided.
    • Electronic Document Storage: Available.
    • Client Portal: Available.
    • Coordination with Your Preferred CPA or Tax Advisor: Included.

    Please note: These packages are designed to provide a general overview of our services. The specific services included in each package may vary depending on your individual needs and the complexity of your business. We offer a free consultation to discuss your specific requirements to create a customized package that meets your unique needs and budget.

     

  • THE FINANCIAL COMMAND PACKAGE
    Strategic Navigator: The ultimate solutions for growing entreprises
    Starting at $1,600 USD/month

    MONTHLY BOOKKEEPING SERVICES INCLUDING:

    • Bank/Credit Card Reconciliation: Includes up to 5 bank or credit card accounts.
    • Loan Reconciliations: Includes up to 5 loan accounts.
    • Transaction Categorization: Up to 400 transactions per month.
    • Bookkeeping Cycle: Monthly (Weekly and Quarterly options available upon request).
    • Financial Review: Monthly review included.
    • Financial Reporting: Comprehensive monthly profit and loss report.
    • Chart of Accounts Setup/Modification: Included.
    • Bookkeeper Access: Priority Email support and bi-weekly scheduled call provided with ongoing support.
    • Electronic Document Storage: Available.
    • Client Portal: Available.
    • Coordination with Your Preferred CPA or Tax Advisor: Included.

    Please note: These packages are designed to provide a general overview of our services. The specific services included in each package may vary depending on your individual needs and the complexity of your business. We offer a free consultation to discuss your specific requirements to create a customized package that meets your unique needs and budget.

     

  • CUSTOM QUOTE REQUIRED
    Because every business is unique - and so are its needs.

    To ensure we provide the most accurate and effective solution for your setup and support requirements, a customized quote will need to be discussed via a first meeting. 

    During our consultation, we’ll explore your specific needs and tailor a package that fits your business, ensuring you only pay for the services that add real value to your operations.

  • WITH THIS QUOTE IN MIND, are you ready to move forward?

    If so, you’ll have the opportunity to grant us access to your accounts for review. This step will help us provide you with a more accurate quote tailored to your specific needs.

  • Would you like to move forward and receive a custom quote?

    If so, you’ll have the opportunity to grant us access to your accounts for review. This step will help us provide you with a more accurate quote tailored to your specific needs.

  • One-Time Fees

    Please fill out the information below to help us proceed with your request.

  • Quickbooks Setup Service: Optimize your small business with our tailored QuickBooks setup services, designed to streamline your finances and boost efficiency. Our personalized setup provides accurate tracking and real-time reporting, giving you clear insights into your financial health. Focus on growing your business—we’ll handle the setup and support every step of the way.

  • Annual 1099 Financial Reporting: Annual reporting keeps your business compliant, reveals key financial insights, and simplifies tax preparation. It’s a proactive step to strengthen your business, avoid penalties, and make informed decisions for growth.

    • Unlike W2 employees, contractors don’t have taxes withheld, so companies must send a 1099 form at year-end. We offer this service at an additional cost of $20 USD per contractor, separate from your monthly bookkeeping invoice.

  • Please note that these are one-time fees, that would be invoiced separately from your monthly bookkeeping fees. They are not included in the ongoing monthly service charges.

  • Additional Support Services

    Please fill out the information below to help us proceed with your request.

  • Every business has unique needs, and we offer customized support services to keep your small business running smoothly and efficiently. We specialize in bookkeeping cleanup and catch-up services. Our goal is to keep your financial systems organized and up-to-date so you can focus on growing your business while we handle the details.

    To provide the best solution for your setup and support needs, we’ll discuss a customized quote during our initial meeting. In this consultation, we’ll assess your specific requirements and create a tailored package, ensuring you pay only for the services that truly benefit your business.

    Bookkeeping CLEANUP (Consultation Required): If your financial records need organization, our bookkeeping cleanup service will review and organize your data to ensure accuracy and compliance. This service is customized to fit your unique needs, with quotes provided based on the scope of the project.

    Bookkeeping CATCH-UP (Consultation Required): If you're behind on your bookkeeping, we offer a catch-up service to get your financial records current and accurate, ensuring your business remains on track. Pricing is customized, with quotes tailored to the specific needs of your business.

    Quickbooks Online Training ($75 USD/hour): Get the most out of QuickBooks Online with practical, straightforward training tailored to your business. Whether you’re new to the platform or looking to sharpen your skills, I’ll guide you through the tools and features that matter most. Learn to manage your finances more efficiently and keep your books organized without the hassle. Pricing is $75 per hour and will be charged upon completion of our session.

  • Please note that these are one-time fees, that would be invoiced separately from your monthly bookkeeping fees and are not included in your ongoing service charges.

    Should you choose to proceed with clean-up or catch-up services, a 50% deposit is required before we begin. Further details regarding this process will be discussed during your initial insights meeting.

  • Thank You For Considering Green Hazel Bookkeeping!

  • We take your privacy seriously—your info will only be used for the services you’ve asked for and won’t be shared without your consent. Even if we don’t end up working together, we hope you found the process helpful and gained some useful insights about your business.

    Please be sure to hit submit to finalize this questionnaire, regardless of whether or not you would like us to provide a finalized quote.

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