Let’s see if we’re a good fit.Please take this quick survey to see if we can help. Please enable JavaScript in your browser to complete this form.Do you need monthly accounting aka bookkeeping services? *YesNoHow do you currently keep your books? *QB DesktopQB Online (QBO)Something else (Xero, Freshbooks, Sage, etc)I'm starting from scratchDo you want us to do it all? *YesNo, I'm a DIYer, I want you to teach me to do it all.NoDo you use any of these QB Desktop features? *InvoicingBill PayCheck writingPayrollI just use it for keeping my books and do not use any of the above. I'm okay with giving you the QB copy to maintain.Are you willing to switch over to QB? *YesNoWe would need to move you to QBO so we could do your monthly accounting - *YesNoWhat is the current state of your books? *Tip top shape. I can even do bank reconciliations.I can manage the bank feed but need you to do the reconciliations.I don't know the difference between a bank feed and a bank reconciliation.My books need some attention and I am ready to have you guys do it all.Do you want us to take over the reconciliations? *YesNoTell us about your payroll *I don't have a payrollI have employeesI have owners' only payroll, aka only owners are the employeesDo you want us to do your payroll? *YesNoWhy not? *I have a payroll processorI do my own payroll and can file all my reports myselfI do my own payroll and but need someone to file my reportsI want to learn to do my own payrollWhat is your business filing status? In other words, what annual federal income tax form does your business file? *Form 1120 C-CorpForm 1065 PartnershipSchedule C Sole PropForm 1120S S-CorpHow organized are you? *VerySomewhatNot at allHow responsive are you? *VerySomewhatNot at allOur primary way to communicate with you will be email, phone, or zoom like virtual meetings. Does that work for you? *Yes, I'm down with that.No, I'm old school, I like in person, live, sit down, or onsite meetings.How soon do you need us to start? *I need immediate assistanceWithin a month Sorry we're not a good fit ☹ - check out our referrals page for more great accounting options! Go backGreat! Looks like we might be a good fit. Please enter your information below and we will contact you in 1-2 business days.Name *FirstLastBusiness name *Email *Phone *Submit
