BOOKKEEPING REPAIR - QUOTE REQUEST

Type of repair

Which bookkeeping services do you need?

Select all that apply.

What is the main problem you want resolved?

What periods need attention?

Start month and yearEnd month and year Not sure

Approximately how many months of records need review or repair?

Are your books completely missing for any of those periods?

Do your bank and credit card balances currently reconcile?

Workload and available records

Which bookkeeping software do you use?Additional details, if applicable

Approximately how many transactions occurred per month during the affected period?

How many bank, credit card, and other financial accounts are involved?

How many separate business entities are involved?

Count separate businesses requiring records, rather than their bank or card accounts.

Have you identified duplicate transactions, missing entries, incorrectly categorized items, unreconciled accounts, or other specific errors?

Select all that apply.

Additional details, if applicable

Has a tax preparer or accountant identified specific bookkeeping issues?Additional details, if applicable

Timing and assessment

Is there a deadline for completing the repair?Additional details, if applicable

Is this a one time repair or do you also want to discuss monthly bookkeeping after cleanup?

Is there anything else we should know before reviewing your request?

Thank You!