Get your free quote!

Just complete a few quick questions to tell me about your business and I'll send you a custom quote by the next business day.

Rest assured, your information is secure and is never shared.

About Your Business

Just the basics to get started.

Legal business name *

DBA / “doing business as” name (if different)

Business entity type *

If you're not sure, choose your best guess — we'll confirm it.

Primary contact name *

Best email *

Best phone number

Business address

Roughly how long have you been in business?

Your Work & Money Coming In

Helps us understand your revenue and set up the right categories.

In a sentence or two, what does your business do? *

How many distinct ways do you make money?

One main revenue streamTwo or threeSeveral (four or more)

e.g. service work, product sales, and subscriptions would be three.

Roughly what is your average monthly revenue?

A ballpark is fine — this is never shared.

How do customers usually pay you?

Do you collect and file sales tax?

NoYes — in one state / jurisdictionYes — in multiple states / jurisdictions

Who files your B&O and Sales Tax?

Accounts & Transactions

The volume here is the biggest driver of how much work the books take.

About how many transactions run through the business each month? *

Count purchases, deposits, and payments across all accounts. A rough guess is fine.

Do you have a separate business bank account (not mixed with personal)?

YesNo / sometimes mixed

If not, no worries — we'll help you set one up. It's important for clean books.

How many business bank + credit card accounts do you have? *

Business accounts only — not your personal bank or credit cards. Count business checking, savings, and business credit cards together.

How many payment processors do you use, if any?

e.g. Square, Stripe, PayPal, Venmo Business, Shopify, etc.

How many business loans or lines of credit do you have?

e.g. loans for vehicles, equipment, property, etc.

Payroll & People

Do you have W-2 employees on payroll? *

No — it's just me / no employees1–5 employees6–15 employees16+ employees

Do you pay any 1099 contractors?

NoYes

You can have contractors whether or not you have employees.

How frequently is payroll processed?

Which payroll service do you use?

For example: Gusto, QuickBooks Payroll, or ADP — or “not sure.”

Your Books Today

Where things stand right now — honest answers help us quote accurately.

Do you already use QuickBooks Online?

YesNoI use other software/tracking method

Who has been doing your bookkeeping?

How current are your books? *

This tells us whether cleanup or catch-up work is needed first.

When were your bank accounts last reconciled?

When were your credit card accounts last reconciled?

When were your liability accounts last reconciled?

Has your most recent business tax return been filed?

YesNoNot sure

Who is your CPA or tax preparer? (name + email if you have it)

What You're Looking For

What's happening in your business that's making bookkeeping support a priority right now?

What would help you feel more confident in making financial decisions?

What does support from your bookkeeper look like to you?

What's the best way to communicate with you?

Phone callText messageEmailAll options work for me

What areas of your finances would you most like to get off your plate — or done differently? *

How often would you like financial reports?

Do you have a timeline in mind for starting or switching bookkeeping services?

Anything else we should know?

We'll only use this to prepare your quote and follow up — never shared.