MyBooks 24/7 - MyBooks Customized Quote(Kick Off)

MyBooks Customized Quote(Kick Off)

Thank you for your online Quote Request!

Please provide the following information requested. Once a bookkeeper has reviewed the information you have provided, a customized service proposal will be emailed to you for review and signing. If additional information is needed to prepare a proposal for you, a bookkeeper will contact you via email or phone.

Lets start with your contact information.

First Name*

Last Name*

Company Name*

Are you representing a Company? Complete this field with your Company Name. Or, if you are doing business as an Individual, then leave this field blank.

Primary Email*

Primary Phone*

Website

Address*

Help us understand your business more.

Are you needing bookkeeping for business, personal finances, or both?

How is your business setup?*

What Month and Year was your business established?

What is the last year your taxes were filed?

Do you have a current set of books that we would continue from? If so, as of what date are the books updated through?

Are you currently using an accounting software? If so, which platform are you using? (i.e. QuickBooks Desktop, QuickBooks Online, etc. )

Help us understand what data we will need to collect to perform accurate and thorough bookkeeping.

What Bank(s) do you bank with for your business (Including checking, savings, credit cards, loans, etc.)

Bank of America

Wells Fargo

Chase Bank

US Bank

Citi Bank

Capital One

PNC Bank

Banner Bank

TD Bank

Sun Trust Bank

Brex Bank

Citizens Bank

Huntington Bank

Fifth Third Bank

USAA Bank

Navy Federal Bank

Discover Bank

American Express

PayPal

Venmo

Other Bank(s) Not Listed

How many checking accounts do you use for your business?

How many saving accounts do you use for your business?

How many credit card accounts do you use for your business?

How many loan accounts do you use for your business?

Do you sell products, collect sales tax, or otherwise require to collect sales tax?

Do you use a POS system, if so what system are you using? (i.e. square, intuit, toast, etc.)

Do you currently have payroll service?

If yes, you do currently have payroll service, what payroll service or platform are you using? (i.e. ADP, Intuit, Paychex, etc.)