You can always press Enter⏎ to continue
Business Services Upfront Pricing Tool
1
Your business type is
Please choose the structure of your business
Sole proprietorship
Partnership
Limited liability company (LLC)
Corporation - C corp
Corporation - S corp
Corporation - B corp
Corporation - nonprofit
Previous
Next
Submit
Press
Enter
2
How soon do you need Business Services?
Please select a star to give us an idea on how soon you would like to start with our service.
1
2
3
4
5
6+ Months
7 or less days
Previous
Next
Submit
Press
Enter
3
Which Business Services does your company need?
Please check all the boxes that apply to your organization's needs.
Business startup assisstance
Payroll
Monthly account reconciliation
Financial statements
Business consulting
Tax reporting
Tax package
Client billing
Bill pay
Previous
Next
Submit
Press
Enter
4
Have you received or are you receiving any Business Services?
If you are a new business please select No.
Yes
No
Previous
Next
Submit
Press
Enter
5
Please sort the list in order of importance for your company if you decide to get new bookkeeping services.
Your response here helps us determine the best fit for you within our organization
1
Select...
Brand
Price
Experience
Availibility & Flexibility
Certification and Qualifications
Integrity and trustworthy
2
Select...
Brand
Price
Experience
Availibility & Flexibility
Certification and Qualifications
Integrity and trustworthy
3
Select...
Brand
Price
Experience
Availibility & Flexibility
Certification and Qualifications
Integrity and trustworthy
4
Select...
Brand
Price
Experience
Availibility & Flexibility
Certification and Qualifications
Integrity and trustworthy
5
Select...
Brand
Price
Experience
Availibility & Flexibility
Certification and Qualifications
Integrity and trustworthy
6
Select...
Brand
Price
Experience
Availibility & Flexibility
Certification and Qualifications
Integrity and trustworthy
Previous
Next
Submit
Press
Enter
6
Which accounting programs you use, used or may consider to use?
Please tell us about your current method or platform of accounting
QuickBooks Online
Xero
FreshBooks
QuickBooks Self-Employed
Wave
Excel by self or by hand
None
Previous
Next
Submit
Press
Enter
7
Who is your current Payroll service provider?
Please tell us how you currently process your payroll.
ADP
Paychex
Gusto
Paylocity
Previous
Next
Submit
Press
Enter
8
How often do you need an accountant or bookkeeper?
This response is very important as it factors in how much we will be working for you.
Daily
Several times in a week
Weekly
Several times in a month
Monthly
Not sure
It depends
Previous
Next
Submit
Press
Enter
9
How often do you want to give feedback to your accountant/bookkeeper?
This response determines the frequency of our engagement with you.
Montly
Weekly
It depends
Daily
Previous
Next
Submit
Press
Enter
10
How much are you expecting to pay hourly for bookkeeping services?
We ask this question to determine the level of service quality you seek.
Previous
Next
Submit
Press
Enter
11
Do you want to add something?
Feel free to write anything we couldn't gather from you as well your notes and comments.
Previous
Next
Submit
Press
Enter
Should be Empty:
Question Label
1
of
11
See All
Go Back
Submit