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Monthly Bookkeeping Inquiry - Handled Tax & Advisory

Tell me a little about your business and where you could use help. I’ll review your answers and follow up about whether monthly bookkeeping is a good fit and what comes next.

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Monthly service starts at $450. Your quote will reflect your accounts, transaction activity and the work involved. Setup and any catch-up work are quoted separately.

Please don’t include bank account numbers, passwords, Social Security numbers or tax documents. If we move forward, I’ll provide a secure way to share records.

About you and your business

Your name

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Email address

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Business name

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What's your phone number?

Where is your business based?

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What does your business do?

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Business website

Your current books

What are you using to keep your books?

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A

QuickBooks Online

B

Xero

C

Another bookkeeping program

D

A spreadsheet

E

Pen and paper

F

I'm not keeping formal books yet

G

I'm not sure

How current are your books?

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A

Up to date

B

About 1-3 months behind

C

More than 3 months behind

D

I need help getting started

E

I'm not sure

How many business bank and credit card accounts do you use?

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A

1-3

B

4-5

C

6-7

D

8 or more

E

I'm not sure

Include bank accounts and credit cards used for the business. Don't enter account or card numbers.

About how many transactions move through those accounts each month?

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A

Up to 150

B

151-300

C

301-500

D

More than 500

E

I'm not sure

An estimate across all accounts is fine.

Do any of these apply to your business?

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Inventory or products for resale

Employees or payroll

Sales tax

Multiple businesses or entities

Money held for clients, customers or other people

Several payment processors or online sales channels.

This helps me understand the scope. It doesn't automatically rule you in or out.

Making the monthly process work

Do you keep business activity in separate business bank and credit card accounts?

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A

Yes

B

Mostly, but some personal and business activity is mixed

C

Not yet

Can you provide monthly statements and answer bookkeeping questions by the agreed dates?

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A

Yes

B

I'd like to understand the schedule first

C

That may be difficult for me right now.

Documents are generally due by the 5th, with answers to follow-up questions due by the 20th.

When would you like to get started?

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A

As soon as we're ready

B

Within the next 1-3 months

C

I'm exploring my options

What would you most like help with?

Before you send

Pricing acknowledgment

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I understand monthly bookkeeping starts at $450, with a personalized quote after review. Setup and catch-up work may cost extra.

I’ll use the information you share to respond to your inquiry. Please review the Handled Privacy Notice.
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