Quote Page

Let's delve into the details, share our goals, and ensure that our collaboration is a perfect match.

Name

Phone Number

How did you hear about us?

Tell us about your business. What do you do? How long have you been in business?

What is the legal name of the business?

State

Are you the only owner?

What makes now the right time to get help with your bookkeeping?

Which of the following is the biggest motivator for outsourcing your bookkeeping?

What stresses you out most about the current state of your books?

How would you feel if your books were handled and under control?

Describe what you're looking for in a bookkeeper, if you know.

How do you feel about your profits?

Do you need help with anything else?

How are you currently keeping track of your books?

If we decide working together is a good fit, when will you be ready to start?

Our monthly fee starts at $400, and if there is catch up required, there will be a set up fee. Is this within your budget?

Check this box to acknowledge that we do not provide income tax services.

Do you have anything else to ask or tell me?

We are not always taking clients - if we are not available, would you like me to connect you to a bookkeeper who is?