HB Financial Group Bookkeeping Quote
Please Have the Following Information Ready Before Completing This Form:Your business and contact details (including legal name, EIN, business structure, and address)Details about your current accounting system and financial records (software used, number of bank and credit card accounts, monthly transactions, etc.)Recent financial statements (P&L, Balance Sheet, etc.)Any payroll and loan information (if applicable)Documents to upload (bank statements, credit card statements, recent financial statements, payroll records, etc.)
General Business Information
Full Legal Name/Business Name:
First Name
Last Name
Business Structure: (Select One)
Please Select
SOLE PROP
SINGLE MEMBER LLC
LLC
PARTNERSHIP
LLC (TAXED AS S-CORP)
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
EIN:
Business Start Date
-
Month
-
Day
Year
Date
Industry/Type of Business:
Number of Employees:
Number of Independent Contractors:
Contact Name:
First Name
Last Name
Contact Email:
example@example.com
Contact Phone:
Please enter a valid phone number.
Business Website (if applicable):
Current Bookkeeping and Financial Practices
Are you currently using accounting software?
YES
NO
If yes, which software are you using?
How comfortable are you with your software and bookkeeping?
Please Select
NOT USING SOFTWARE
VERY COMFORTABLE
SOMEWHAT COMFORTABLE
NEUTRAL
NOT VERY COMFORTABLE
How are your financial records currently kept? (Paper, Spreadsheets, Software, Not being kept properly, etc) Please be as detailed as possible.
Do you have a payroll system in place?
YES
NO
Do you need assistance with setting up your accounting software or payroll system?
ACCOUNTING SOFTWARE
PAYROLL SYSTEM
Other
Do you require bookkeeping cleanup or catch-up services?
YES
NO
If yes, how many months/years do you need catch-up?
Financial Data
Number of bank accounts to reconcile:
Number of credit card accounts to reconcile:
Do you use any merchant services (e.g., PayPal, Stripe, Square)?
YES
NO
If yes, please specify the services you use:
Do you have any loans or lines of credit?
YES
NO
If yes, please provide details (lender, amount, current balance, interest rate):
Average number of monthly bank transactions:
Average number of monthly credit card transactions:
What is your current average monthly revenue?
What is your current average monthly expenses?
Services Requested
What specific bookkeeping services do you require?
Invoicing
Bill payment
Payroll processing
Bank Account Reconciliation
Financial reporting (P&L, Balance Sheet, etc.)
Budgeting
Tax preparation
Cash flow management
Business Reports Filing
Other
How frequently do you need bookkeeping services?
Daily
Weekly
Monthly
Quarterly
Have you had a bookkeeper before? If yes, please describe your experience with your previous bookkeeper:
Do you have a tax preparer or CPA? If yes, please provide their contact information:
Budget and Pricing
What is your budget for bookkeeping services?
Are you interested in additional services like tax planning, business advising, or financial analysis?
Tax Planning
Business Coaching
Personal Credit Repair
When would you like to start bookkeeping services?
-
Month
-
Day
Year
Date
Preferred method of communication:
Email
Phone
Zoom/Video Call
In-Person
Document Uploads
Please upload the following documents to help us create an accurate quote:
Last three months of bank statements
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Last three months of credit card statements
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Most recent financial statements (Profit & Loss, Balance Sheet)
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Payroll records (if applicable)
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Loan/credit agreements
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Merchant service statements (PayPal, Stripe, etc.)
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Chart of accounts (if available)
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Tax returns (last 2 years)
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Choose a file
If you file taxes with HB Financial Group, we already have your tax documents
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Authorization
Do you authorize us to access your accounting software and bank accounts for bookkeeping purposes?
Yes
No
If yes, please provide the necessary access credentials, include website or software link:
Submit for Quote
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