Get Started with Monthly Bookkeeping

Please fill this in and I will review your details, check your QBO file, and confirm the right plan for your business before any work begins.

Your full name

Which sales channel are you currently on?

What is your average monthly revenue?

Under 20k

20k to 50k

50k to 100k

100k to 300k

300k+

Are your books currently up to date?

Yes, books are current (less than a month)

I am 1 to 3 months behind

I am more than 3 months behind

Has a bookkeeper or VA worked on your books before?

Yes, someone set them up or managed them

No, I have done everything myself

Please briefly describe your current bookkeeping situation in your own words.

Please note the following:

1. You will need to grant me Accountant access to your QuickBooks Online account. 2. You will need to connect A2X to your sales channels upon receiving an email invite. A2X will have read-only access to your sales channel data. I can help with that. 3. You will need to connect your bank and credit card accounts to your QuickBooks Online account if you have not already done so.

I will need read-only access to the following (where applicable and depending on your sales channel):

1. Your Amazon Seller Central Transaction Summary Report 2. Amazon Pay 3. Shopify merchant account statements (e.g., Sezzle, Klarna) 4. Product cost catalog (for COGS) 5. Bank and credit card statements

This will ensure I have everything needed to set up your books correctly and deliver your first set of financials by the 5th of the following month.