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Schedule an Appointment Today

New Business Client Form

Name(Required)

First Last

Social

Phone(Required)

Employer

Spouse

Social

Phone

Employer

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code

Health insurance through marketplace?

Yes

No

If yes which health insurance?

Company Information

Legal Name of Business(Required)

EIN(Required)

Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code

Phone

Email

Owner and %(Required)

Owner and %

Owner and %

Owner and %

Accounting Program

Business Bank Account

Username

Username

Password

Password

EFTPS

SUTA and Due

PIN

Username

Password

Password

Sales Tax/Excise Tax State(Required)

Other

Username(Required)

Username

Password(Required)

Password

Other

Other

Username

Username

Password

Password

Please Check All Services Needed

Please Check All Services Needed

Initial Consultation - Free

Payroll - $40 per each payroll ran

Payroll Program - $25 a month

Payroll Taxes - $25 a month

Quarterly Reports - $200 a quarter

W2/W3 - $20 Each

Year End Taxes - Determined by what forms are needed

Sales or Excise Tax - $50 a month each

Reconcile - $100 for first account $20 for each additional

Accounting Software - $65 a month

Invoice - $2 each

Deposits - $10 each plus .58 per mile

Run Errands - $10 each plus .58 per mile

Set Up Budget - $150

Monthly Budget Change $50

Hourly Rate - $150

Workman Comp Audits - $50

Remote Office Visits - $100 per hour plus .58 per mile

Office Meetings - $150 per hour

SUTA Set Up - $50

EFTPS Set Up - $50

Sales & Excise Tax Set Up - $50

Set Up Business w/State - $100

Set Up EIN - $50

Set Up Quickbooks - $150

Annual Reports - $50

Monthly Reports - $50

Teach QuickBooks - $300 per hour

By entering your name this acts as an engagement letter(Required)

Date(Required)

6185932140

Leaders make decisions based on facts, data and knowledge. Bookkeepers make sure they have that information. We guide great leaders.

Jennifer Young, Owner

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