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BOOK KEEPING

Business Name

Full Name

Phone *

Email *

Business Description:

Briefly describe your business and industry:

Current Bookkeeping Situation:

Are you currently using any bookkeeping software? (e.g., QuickBooks, Xero)

How often are your books reconciled? (e.g., monthly, quarterly)

Do you have a bookkeeper on staff or do you outsource?

Are you currently experiencing any bookkeeping challenges? (e.g., backlog of data entry, outdated software)

Services Required:

Data Entry (Y/N)

Accounts Receivable Management (Y/N)

Accounts Payable Management (Y/N)

Bank Reconciliation (Y/N)

Financial Statement Preparation (Y/N) (e.g., Profit & Loss, Balance Sheet)

Management Reporting (Y/N) (e.g., customized reports for key metrics)

Tax Preparation Assistance (Y/N) (Note: This service may require additional fees depending on complexity)

Other Services (Please specify):

Please upload a sample of your recent bank statements (optional).

Do you have any specific questions for us?

Note:

Our bookkeeping fees are based on the complexity of your business and the level of service required.

We look forward to partnering with you to streamline your bookkeeping and gain valuable financial insights for your business!

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