Bookkeeping Services Price Request Form
Complete this form if you would like our accountants to provide you with your estimated cost for monthly bookkeeping services.
1. How many checks or electronic bill payments does your business have in an average month?
Less then 10
10 - 20
20 - 30
30 - 40
40 - 50
50 - 60
Other
2. How many bank and credit card accounts does your business have?
1
2 - 3
4 - 5
6 - 10
Other
3. What bookkeeping or accounting system do you currently use?
Quickbooks Online
Quickbooks Desktop
Excel Spreadsheet
Other Online Service
None
Other
4. How often do you want us to provide bookkeeping services to your business?
Weekly
Monthly
Quarterly
Twice per year
Annually
5. How will you provide your banking and credit card information to us?
Direct download from bank to Quickbooks
Paper or PDF statement that must be manually entered
Other
We strongly recommended that you do NOT mix business and personal use of any bank or credit card account. Mixing business and personal use makes it difficult and time consuming to properly allocate expenses.
6. Do you use your company account to pay personal expenses?
Yes, I understand that paying personal expenses from the business account increases the cost of bookkeeping services
No, I never pay personal expenses from the business account or credit cards
7. What level of service do you want us to provide?
Full bookkeeping service provided by ISTS
I like to do my own bookkeeping. I download bank statements into Quickbooks online or another accounting application and reconcile my own books. I want ISTS Tax to review my work and make corrections.
I download bank statements into Quickbooks online or another accounting application. I want ISTS Tax to allocate expenses to the correct categories, reconcile my accounts, and prepare any required journal entries.
Other
8. What kind of business is this?
Retail
Restaurant
Transportation (Trucking)
Construction
Manufacturing
Medical/Dental
Property Management
Other
9. Does your business track accounts payable or receivable?
Yes
No
10. Does your business maintain inventory?
Yes
No
11. Does your business have payroll?
Yes
No
12. Does your business have subcontractors?
Yes
No
Payroll - Complete this section if your business has employees
How many employees does your business have?
1 - 5
6 - 10
11 - 20
20 - 30
Other
Who provides your payroll services?
I & S Tax Service
Quickbooks Online
OnPay
ADP
Gusto
Paychex
Other
Your contact information - Required
Name of person to contact about the bookkeeping services provided by ISTS Tax
First Name
Last Name
Business Name
How do you prefer we contact you?
Email
Phone
Both
Email
example@example.com
Phone Number
Please enter a valid phone number.
Please verify that you are human
*
Submit
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