Page 1 of 4

Are we a good fit?

Answer a few quick questions to see if we are a good fit to work together.

Full Name

Email

Phone (Optional)

Business Name

Entity Type

Which bookkeeping software do you use, or want to use?

Which QBO Plan?

How many bank/credit card accounts are connected?

What do you do?

What type of service?

Years in Business

Annual Revenue

Monthly Transaction Volume

Do you have a separate business bank account?

Do you need catch-up/cleanup?

Are you willing to work with a virtual bookkeeping firm (all online)?

Are you willing to have us complete a paid Diagnostic Review before receiving an ongoing service proposal?

Will you provide “read-only” access to your bank and credit card accounts to automate transaction imports?

Is your only need tax filing (without ongoing bookkeeping)?

Anything else you would like to share?

In order for you to subscribe and receive messages from Plus Minus Bookkeeping, LLC, which may be delivered via email, or phone (SMS), we are required to collect your phone number and consent for SMS messaging. Please enter your phone number below. You will be able to provide your preferred method of communication below the consent. We do not sell or share your information.

Consent:

Consent:
Untitled checkboxes field

Preferred method of communication: