In order to provide an estimate for monthly bookkeeping services, all pieces of information requested below are neccessary in determining the amount of work required on a monthly basis. Please answer all questions with as much honesty and accuracy as possible. Thank you!

First Name *

Last Name *

Email *

Required Information

The following fields are REQUIRED in order to receive a bookkeeping pricing quote.

LEGAL Name of Entity *

LEGAL Address of Entity *

Required Documentation and Information

Business Type *

Most Recent Tax Return Year Filed *

Do you have a Current QuickBooks Online Account? *

If available, Provide a Copy of Previous Accounting File OR Accounting Access to current QBO, Xero, or other to: Kristina.Vaughn@legitledgersllc.com

Do you commingle funds (use personal cards for business purposes and vice versa)? *

Cleanup Information: Are you behind on your bookkeeping? If so, how many months? *

List ALL Business Checking, Savings, Credit Card, and Loan Accounts *

Most Recent Bank and Credit Card Statements (Most recent 3 for each account)

Do you need Sales Tax Assistance? *

If, you answered "Yes" to the prior question, please provide your Sales Tax Filings (Most Recent 3)

Do you need Invoicing? If so, Average Number of Invoices per Month *

Do you need Assisted Bill Pay? If so, Average Number of Bills Received/Paid per Month *

If Payroll Assistance is Needed, Number of Employees and Payroll Frequency *

Preferred method of contact

Financial Review Frequency: Do you prefer monthly or quarterly meetings? *

Additional Notes: Please provide any additional information you feel may be pertinent. Thank you!

What's Next?

Once you have completed and submitted this information, you will receive an email with your estimated monthly pricing within 3 business days. Please Note: If you have cleanup work that needs completed for past months, there will be an additional initial investment cost.

If you have questions about any of these items or if they apply to your business, please email me at kristina.vaughn@legitledgersllc.com.

You can return to this form using the same login information as above to complete any remaining items.

Thank You!