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Are we a good fit?
Answer a few quick questions to see if we are a good fit to work together.
Full Name
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Email
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Phone (Optional)
Business Name
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Entity Type
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Which bookkeeping software do you use, or want to use?
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Which QBO Plan?
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How many bank/credit card accounts are connected?
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What do you do?
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What type of service?
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Years in Business
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Annual Revenue
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Monthly Transaction Volume
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Do you have a separate business bank account?
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Do you need catch-up/cleanup?
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Are you willing to work with a virtual bookkeeping firm (all online)?
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Are you willing to have us complete a paid Diagnostic Review before receiving an ongoing service proposal?
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Will you provide “read-only” access to your bank and credit card accounts to automate transaction imports?
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Is your only need tax filing (without ongoing bookkeeping)?
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Anything else you would like to share?
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Consent:
I consent to receive marketing and promotional messages from Plus Minus Bookkeeping, LLC. Message frequency may vary, MSG & Data rates may apply. Text STOP to opt out, or HELP for support.
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I consent to receive customer care messages, such as appointment reminders, from Plus Minus Bookkeeping, LLC. Message frequency may vary, MSG & Data rates may apply. Text STOP to opt out, or HELP for support.
Preferred method of communication:
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