Contact Us Book Your Free Consultation KDL Pre-Consultation QuestionnairePlease enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Business Name *Name *FirstLastEmail *Phone *Do you currently have a bookkeeper or do it yourself? *BookkeeperI do it myselfIf you've been doing your own bookkeeping, about how long does it take you per week or month? *What is not working well for you in your current process?How is your business setup? *Sole ProprietorLLCPartnershipCorporationOtherWhat calendar year is the last tax return you have filed? *How many business bank accounts does the business have? *How many business credit cards does the business have? * Optional the for How many loans does the business have? *What's the average number of transactions your business has per month? (count each sale/expense) *Number of Bills per month (accounts payable)? *Number of Invoices per month? *Do you sell taxable products and/or services to your customers? *YesNoNumber of Sales Tax (Inventory) filings per year? *Number of 1099 (independent contractors) vendors per year? *How many W2 employees do you have? *How often do you pay your employees? *WeeklyBi-Weekly (every other week)MonthlyN/AIf you decide to partner with us, which services would interest you? *Basic Monthly Bookkeeping (income & expense tracking & categorizations for tax & financial planning, account reconciliations, monthly or quarterly financial statements)Accounts Receivable Services (invoicing your customers)Accounts Payable Services (paying your bills)Payroll (paying your employees and filing payroll taxes)Sales tax filing (filing your state sales taxes based on your required schedule)Class Tracking (organizing transactions based on job, project, location, etc.)Previous year(s) Books cleanup servicesQuickBooks (QBO) SetupPayroll SetupQBO TrainingOptional document upload for accurate pricing Drag & Drop Files, Choose Files to Upload You can upload up to 15 files. Bank & Credit Card Statements (last 3 months) and your Profit & Loss or Balance Sheets (Annual & Previous month)How did you hear about us? *ReferralFacebookLinkedInGoogle SearchYelpOtherIf you chose Referral, who referred you?Submit
