Tell us a little about your business and what you need help with. We’ll review your needs and provide transparent pricing based on your business, bookkeeping needs, and goals.
Industry / Type of Business:*
Main Sources of Income / Revenue:*
What Does Your Business Do?*
What best describes your current bookkeeping situation?*
Number of Bank Accounts:*
Number of Credit Card Accounts:*
Monthly Transaction Volume Across All Accounts:*
BOOKKEEPING All packages include bookkeeping essentials, categorization of transactions, account reconciliation and monthly financial statements.
Please check any Bookkeeping Services you require:*
Number of Months for Clean Up / Catch Up (if applicable):
Do You Require GST/HST Filing Support?*
Are you currently using QuickBooks Online for this business?*
If yes, how long have you been using QuickBooks Online?
Do you use a POS system or an eCommerce platform?*
Approximate volume of personal/intercompany transactions per month (if applicable):
Are you looking for us to invoice your clients/customers?*
If yes, please provide more information:
If yes, what is your current invoicing process? And please provide more information.
PAYROLL All payroll packages include direct deposit payroll and distribution of electronic pay stubs.
Do you require payroll services?*
Number of Employees (if applicable):
Payroll Frequency (if applicable):
Please select any Payroll Services you require (if applicable):
Are there loans, lines of credit, or other liabilities that need to be tracked?*
If yes, approximately how many?
Are there transactions between this business and another business (intercompany transactions)?*
If yes, please provide any relevant details:
Are there personal transactions flowing through the business accounts?*
If yes, please provide any relevant details:
Approximate number of personal or intercompany transactions per month, if applicable:
Please tell us a little about what you're looking for in your bookkeeping services and any other details you'd like us to know.
The more information you provide, the better we can understand your needs and prepare an accurate quote.
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