ENTERPRISE MONTHLY BOOKKEEPING - QUOTE REQUEST

Business Information

What industry does your business operate in?Additional details, if applicable

How many separate business entities need bookkeeping?

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

Do the entities require separate books or consolidated reporting?

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

How are your books currently maintained?

Monthly bookkeeping workload

Approximately how many bookkeeping transactions do you have each month?

How many bank, credit card, and other financial accounts require reconciliation?

How many people or locations generate transactions?

Do you process sales through online platforms, point of sale systems, or multiple payment processors?Additional details, if applicable

How often would you like your bookkeeping records updated?Additional details, if applicable

What financial reporting do you need?

Select all that apply.

Standard monthly statements reporting by entity reporting by location or department other

Additional details, if applicable

Are there historical periods that must be corrected before ongoing bookkeeping begins?Additional details, if applicable

Scope and start date

When would you like service to begin?

Are there special reporting deadlines, approvals, or bookkeeping workflows we should understand?

What additional requirements should be included in your proposal?

Thank You!