Bookkeeping Quote

Your Name (required)

Company Name

Your Email (required)

Phone #

What is your preferred method of contact?
---EmailPhone

Business Type:
---Individual/Sole PropCorporationPartnershipLLCNon-ProfitOther

How long have you been in business?

What accounting software are you currently using?
---QuickBooks 2010QuickBooks (other version)QuickBooks OnlinePeachtreeMAS90QuickenNo Software Yet

How will we access your accounting data file?
---FTPRemote DesktopRemote HostingQuickBooks RemoteQuickBooks OnlineYouSendItOther

Number of employees?

How many monthly transactions, approx?

Are payroll services needed, if yes, how often?

Do you need sales tax returns filed, if yes, monthly or quarterly?
---NoMonthlyQuarterlyYearly

How many hours a month are you currently spending on your bookkeeping?

How often is bookkeeping performed
---DailyWeeklyMonthlyQuarterlyYearly

Are you behind in your bookkeeping, if yes, how many months?

Do you need billpay or check cutting services
---DailyWeeklyMonthlyQuarterlyYearly

How many total of bank/loan/credit card statements do you receive a month?
---1356-1011-1516-2021+

When you become a customer, how will you be sending your source documents to us? (Hold Down Ctrl for Multiple Selection):
EmailFaxOnline AccessSnail Mail

Do you have a monthly budget for these services?

Anything additional to add?

Referred By/Promo Code:

Please type in the following as you see them, lowercase, no spaces (required):