New client form

Tell me about your books.

Five minutes here tells me most of what I need. I read every one of these and reply within one business day with a ballpark range and a link to book a thirty minute call.

Full name

Email address

Phone number

How did you find us?

What is the name of your business or nonprofit? List all entities.

We only work with clients in QuickBooks Online. Are you using QuickBooks Online?

Yes, I’m already using QuickBooks Online
No, I want to switch to QuickBooks Online

Are your books on the cash basis?

Yes
No
Not sure

Are all of your transactions auto syncing into QuickBooks?

Yes
No
Not sure

How many total bank and credit card accounts do you have?

Are your books current and reconciled?

processors in in

How many mortgages or loans are related to your business?

Who was your previous bookkeeper?

What payment processors are you using? Do you have any connected apps in QuickBooks?

Do you run payroll? If so, paper checks or direct deposit? How many employees and what payroll provider?

Is there anything additional you would like us to know about your books?

What happens next

Three steps, about a week.

Fill out the form

Send it over and I will read it the same day. Within one business day you get a ballpark range, a short note on what I saw in your answers, and a link to book a call.

Intro call

A thirty minute video call to walk your books, agree on scope, and answer whatever the form did not cover. I will ask for read only access so I can quote properly.

Start your books

You get the final number in writing. Then an engagement letter, read only access to your accounts, and your first month of clean statements.