Virtual Bookkeeping Services
Virtual Bookkeeping Services
Please fill out the form below to help me get to know you and learn how I can help you best. Thanks!
General Information
Name of person filling out
*
First Name
Last Name
Position in organization
Email Address
*
Business Name (or DBA)
*
How is your organization set up?
Sole Proprietor
Limited Liability Company (LLC)
S-Corporation
C-Corporation
Other
Website
http://
Date Business Established
MM
DD
YYYY
Name(s) of Business Owner(s) / Key Decision Maker(s)
Type of Business/Industry
*
Current Accounting Software Used
*
QuickBooks Desktop
QuickBooks Online
Xero
Wave
Freshbooks
Sage
Other
If "other", please describe your current bookkeeping method.
Bookkeeping Tasks
Frequency of Service
Weekly
Bi-Weekly
Monthly
Quarterly
Annually
Type of Services Desired (please check all that apply)
Bill Pay (Accounts Payable)
Budgeting
Clean-up
Custom Financial Reports
Financial Statement Preparation
Invoicing (Accounts Receivable)
Record transactions & Classify
Reconciliation
Set-up of Accounting Software
Other
If "Other", please explain.
Bill Pay: Average Number of Payments per Month
Invoicing Frequency
Weekly
Monthly
Other
N/A
If "Other", please explain.
Invoicing: Average Number of Invoices per Month
Payroll Frequency
Weekly
Bi-Weekly
Monthly
Other
N/A
If "Other", please explain.
Banking
Total Number of Accounts (including checking, savings, credit card, PayPal, etc.)
Date of Last Account Reconciliation
MM
DD
YYYY
Total Average Number of Transactions per Month (including ALL income and expenses)
Are your taxes current?
*
Yes
Yes, but I have an extension
No
Additional Information
What are your biggest challenges when it comes to your business bookkeeping/finances? (Please be as detailed as possible.)
How would I be able to support you best? What are you looking for help with the most? (Please be as detailed as possible.)
I charge by the service, not by the hour. Are you okay with this?
*
Yes
Maybe, but I would like more information
No
What is your monthly budget for bookkeeping services?
$
Due to my other responsibilities (being Momma), I have to be able to work virtually even if you are located in Tucson. Are you okay with this?
*
Yes
Maybe, but I'd like to know more of how that works
No
What additional information do you feel is important to know about you and/or your business?
How did you hear about Perfect Cents Bookkeeping LLC?
*
Thank you! I will be in contact with you very soon.
