Get a Bookkeeping Quote

To start the process of giving you a quote, please answer the following questions:

Name:

Email:

Name of Business/Organization:
Contact information for the business/organization including address, phone, email, website, etc.:
What is Your Business Entity? Sole ProprietorLLCLLPS-CorpC-Corp
If business is a non-profit, do you receive grant funds now? YesNoNot a Non-Profit
If not, do you plan to receive grant funds in the future? YesNoNot a Non-Profit

Is this a 501-c3 company? YesNo
Have tax forms 990 or 1120 been filed for the business/organization in the past?
YesNo
Are your tax returns current? YesNo
When is the last year taxes were filed?
Describe what your business does:

Are there any other organizations that operate under the organization such as a daycare, shelter etc? YesNo
Have you had payroll staff in the past? YesNo
If so, payroll schedule?
# of employees , bank accounts , and credit cards?
Does business have a PayPal account? YesNo
Does business use a Square account or any other credit card payment processing program? YesNo
Does business have any loans/leases (example: car loan, mortgage/land loan, equipment loan, etc.)? YesNo
What is fiscal year end month for organization?
Is this a new business? YesNo
If not, when established?
How do you prepare your invoices? (A/R)
How do you pay your bills? (A/P)
Do you have inventory? YesNo
Do you report sales tax? YesNo
Have you had a bookkeeper for this business/organization in the past or currently? YesNo
If so, why did they leave or you switch?

When would you like for services to begin?