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Are you the only owner?
Yes
No
How are you currently keeping track of your books?
Quickbooks Online
Xero
Excel Spreadsheet
Nothing
Do you need help with anything else?
No
Yes - Payroll
Yes - Sales Tax
Yes - A/P and A/P
Yes - 2 or 3 of these options
Something else
If we decide that working together is a good fit, when will you be ready to start?
ASAP
Within the week
Within 2-3 months
Not sure - just looking for a quote
Our minimum monthly fee starts at $200, and if there is catch-up required, there will be a set up fee. Is this within your budget?
Yes
No
We do not provide income tax preparation. We will prepare your financial statements for your tax preparer. (Check to acknowledge)
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