Eight questions about volume and complexity. Send them over and I'll reply within one business day.
Every line that hits your bank and card accounts. Your best guess is fine.
Checking, savings, and credit cards that run through the business.
Mortgages, equipment or vehicle loans, and business lines of credit.
If you invoice through another system, or not at all, choose no.
Separate companies or EINs, each with their own books.
Zero if you are current.
Thanks for sending your answers. Next, pick a time for a short call by phone or Zoom. Your quote follows our conversation and a look at your books.
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Add your name and a valid email address so I have somewhere to send the quote.
That did not go through. You can email me directly at chris@levitybookkeeping.com.
Fifteen minutes to talk through your business and where your books stand.
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Your quote is based on what I see in your books. You can add me before our call or after it, whichever you prefer. I won't change anything while I scope, and you can remove me whenever you want.
Add me as an accounting firm rather than a regular user where you have the choice. Menu names move around between versions.
We'll talk through access on the call.
Two things: how much activity runs through your books, and how much of it needs a judgment call. Four hundred transactions that all come from the same twenty vendors is easier than eighty that each need a memo.
I price the work as it will look once things are running, not the mess of the first month. Getting current is quoted separately, so a backlog does not follow you into the monthly fee.
These are guidelines rather than packages to pick from, and your quote can land outside them. If it is going to, I will tell you why before you sign anything.
Fifteen minutes, no pressure. Tell me what's going on with your books and let's see if we're a match.