Questionnaire for New Bookkeeping Clients. Fill this out so we can determine how we can best assist you.
Select the package that's right for you and know exactly how much you'll pay each month for our services regardless of how many questions you have or how much time we spend helping you
Earn $100 for each referral you make that signs up as a new client
If You're Stressed Out Handling Your Own Books and Want Relief We'll Waive the Initial Setup Fee ($275 Value)
Great way to make sure your QB file is not corrupt and your numbers are accurate for financial reporting and tax filing
Find out how your business is doing compared to your industry averages including cash flow, profit margins, debt to equity and more and how to improve in all areas ($250 value)
Subscription Packages (JPG)
Free QB Checkup (jpg)
Referral Certificate (jpg)
Bookkeeping Setup Fee Waived (jpg)
Free Cash flow Analysis (jpg)
New Bookkeeping Client Questionnaire (jpg)
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