Bookkeeping Services Price Request Form
Complete this form if you would like our staff to provide you with your estimated cost for monthly bookkeeping services.
How many checks or electronic bill payments does your business have in an average month?
Less than 10.
10-20
20-30
30-40
40-50
50-60
Other
How many bank and credit card accounts does your business have?
1
2-3
4-5
6-10
Other
What bookkeeping or accounting system do you currently use?
*
Quickbooks online
Quickbooks desktop
Wave
Excel spreadsheet
Other online service
None
Other
How often do you want us to provide bookkeeping services to your business?
*
Weekly
Monthly
Quarterly
Twice per year
Annually
Other
How will you provide your banking and credit card information to us?
*
Direct download from bank to Quickbooks or other application.
Paper or PDF of bank statements that must be manually entered.
Check register.
Other
We strongly recommended that you do NOT mix business and personal use of any bank or credit card account. Mixing business and personal use makes it difficult and time consuming to properly allocate expenses. Do you use your company account to pay personal expenses?
*
Yes, I understand that paying personal expenses from the company account increases the cost of bookkeeping services.
No, I never pay personal expenses from my business accounts or credit cards.
What level of service do you want us to provide?
*
I like to do my own bookkeeping. I download bank statements and input them. I also reconcile my own books. I just want PNW Tax to review my work and make corrections.
I download bank information to QuickBooks Online, Wave or another accounting application. I want PNW Tax to allocate expenses to their correct categories, reconcile my accounts, and prepare any required journal entries.
I want PNW Tax to do everything.
Other
What kind of business is this?
*
Consulting
Restaurant
Type option 3
Retail
Medical or Dental
Nonprofit
Construction
Manufacturing
Other
Does your business track accounts payable or receivable?
*
Yes
No
Does your business maintain inventory?
*
Yes
No
Does your business have payroll?
*
Yes
No
Payroll - Complete this section if your business has employees
How many employees does your business have?
1-5
6-10
11-20
20-30
Other
Who provides your payroll services?
Pacific Northwest Tax Service
ADP
Quickbooks Online
Gusto
Other
Your contact information - Required
Name of person to contact about our bookkeeping services.
*
First Name
Last Name
Name of your business (optional)
How do you prefer we contact you?
*
Phone
Email
Both
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Please verify that you are human
*
Submit
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