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Email:
info@ontrackbk.com
Request for More Information
-Let's get to know each other. Tell me about your business and your needs.
A few things to know about the services I provide:
I work only 100% virtually - no on-site work at your office. I have methods in place for you to securely send me necessary documents.
My minimum fee for bookkeeping services is $300.00/mo.
My minimum fee for a diagnostic file review of your QuickBooks file is $500.00, and is ultimately dependent on your company size and industry.
This step is required prior to quoting and starting any
cleanup services
.
My minimum fee for QuickBooks file cleanup services is $350.00 per month of cleanup required, also dependent on your company size and industry (Most common range is $4,200.00-$6,500.00 for an average small business for 12 months)
I do not offer income tax preparation services, however I will work closely with your chosen provider to ensure a seamless tax season. If you need a new tax preparer, I can also provide a referral.
I do not accept clients who co-mingle business and personal funds in the same bank accounts.
Acknowledgment
*
I have read the above statements
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Indicates required field
Name
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First
Last
Business name
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Type of business (Restaurant, Construction, etc)
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Business structure
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Sole Proprietor
Single Member LLC
Partnership
S-Corporation
C-Corporation
Non Profit Organization
Other/I'm Not Sure
Email
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Phone number
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Check All That Apply:
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I am looking for ongoing monthly bookkeeping services
I need a Diagnostic Review and cleanup of my existing QuickBooks file
I currently use QuickBooks Online
I currently use QuickBooks Desktop
I currently use a different accounting software
I need accounting software set up, and I would like access to it in order to perform some tasks myself
I need accounting software set up, but I don't need access to it, just give me reports every month
I accept credit card payments from my customers
I use a credit card to make purchases for my business
I collect sales tax
I track inventory
I have employees
I use a retail Point of Sale system, such as Square, Toast, etc.
If you are not using QuickBooks, what software or other method are you using to keep your books?
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If you currently run payroll, how is that being done? Are you using a payroll service? (If so, please provide name of payroll service - ADP, etc.)
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Estimated # of vendor payments per month (checks written, credit card purchases, online bill payments, etc):
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Number of customer payments you receive per month:
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Number of employees, if any:
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Annual revenue of your business (before expenses)? Or estimated, if new business.
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Less than $100,000
$100,000 - $250,000
$250,000 - $500,000
$500,000 - $750,000
$750,000 - $1,000,000
$1,000,000 - $1,500,000
$1,500,000 - $2,000,000
More than $2,000,000
Total # of business accounts (checking, savings, credit card, loans):
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1
2
3
4
5
6
7
8
9
10+
Why are you looking for a bookkeeper (or looking for a NEW bookkeeper, if you are switching)?
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Anything else you'd like me to know about your business?
*
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