Request a Cleanup Assessment

Please, fill this in and l will assess whether your books qualify, review your file, and send you a fixed quote, before any work begins.

Your full name

Which sales channel are you currently on?

What is your average monthly revenue?

A

Under 20k

B

20k to 50k

C

50k to 100k

D

100k to 300k

E

300k+

How far behind are your books?

A

1 to 3 months

B

4 to 6 months

C

7 to 12 months

D

Over 12 months

Please, enter the exact date range you need cleaned up

Are you currently using QuickBooks Online?

A

Yes, I have an active QBO file

B

I have QBO but it is barely set up

C

No, I am not using QBO yet

Has a bookkeeper or VA worked on your books before?

A

Yes, someone set them up or managed them

B

No, I have done everything myself

Please, briefly describe the current state of your books 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 haven't done so.

I will need 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) 3. Product cost catalog (for COGS) 4. Bank and credit card statements

This will ensure I have complete and accurate data to perform a thorough cleanup of your books.