In the Message section of the email, please provide the following information:

  1. Business type (LLC, Sole Proprietorship, etc. etc.)

  2. Industry (e-commerce, salon, etc. etc.)

  3. Which accounts do you need reconciled? (Bank accounts such as Checking/Savings, Credit Card accounts, and Merchant/Payment Processor accounts like PayPal or Stripe.)

  4. Average monthly transaction volume: 0-50, 51-100, 101-200, 201-400, 400+?

  5. Do you use any QuickBooks accounting software?

  6. Do you need catch-up work or clean-up work? 1-3 months? 4-6 months? or 6+ months?

  7. What monthly financial reports do you need? (This is included in our service)