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Bookkeeping Reset
Know the Cost Before We Ask for Your Contact Information
Answer a few straightforward questions and receive a firm price, an estimated completion timeline, and our written guarantee. Review the recommendation privately before deciding whether to move forward.
Firm Pricing
See the recommended package and price before providing contact details.
Completion Timeline
Understand the expected cleanup schedule before work begins.
CPA-Ready Reporting
Organized financial records prepared to support year-end reporting.
Written Guarantee
Review the Clean Books or We Keep Working Guarantee in writing.
No phone number. No email address. No sales pressure.
Your contact information is requested only when you choose to schedule a consultation.
Your contact information is requested only when you choose to schedule a consultation.
Question 1 of 9
How far behind are your books?
Select the option that best describes your situation.
1–3 Months
Recently fallen behind
4–6 Months
Half a year of catch-up
7–12 Months
Most of a year to clean up
12–24 Months
One to two years of backlog
More than 24 Months
Significant backlog — we'll review your full situation
Not Sure
We'll recommend our most comprehensive option
Please select an option to continue.
Question 2 of 9
How many bank & credit card accounts need cleanup?
Count each separately — checking, savings, credit cards, lines of credit, etc.
1–2 Accounts
e.g. checking + one credit card
3–4 Accounts
A few checking & credit accounts
5–8 Accounts
Multiple operating & credit accounts
9–10 Accounts
High-volume or complex structure
More than 10 Accounts
Complex account structure — we'll walk through the details with you
Not Sure
e.g. books left by a former employee — we'll sort it out
Please select an option to continue.
Question 3 of 9
Is this for one business or multiple?
Multiple entities require custom scoping — each is assessed independently.
🏢
One business
Single entity cleanup
🏗️
Multiple businesses
Two or more entities — we'll walk through each one with you
Please select an option to continue.
Question 4 of 9
What software are you currently using?
Select all that apply.
QuickBooks Online
✓
Xero
✓
Wave
✓
ResMan
Property management software
✓
Spreadsheets
✓
None / Not sure
✓
Please select at least one option.
Question 5 of 9
How many employees do you have?
Enter 0 if you have no W-2 employees. Used to estimate payroll add-on pricing.
0
Tap + or − to adjust
Question 6 of 9
What best describes the services you need?
Select all that apply.
🧹
Bookkeeping Cleanup / Reset
Catch up on past transactions and reconcile
✓
📋
Ongoing Monthly Bookkeeping
Regular bookkeeping going forward
✓
💼
Payroll Services
Payroll processing add-on
✓
🤔
Not sure yet
Help me figure out what I need
✓
Please select at least one option.
Question 7 of 9
Who currently handles your bookkeeping?
👤
I do it myself
📋
A bookkeeper or staff member
🏛️
My CPA handles it
❌
Nobody right now
Please select an option to continue.
Question 8 of 9
Do you have a CPA deadline?
A deadline affects which package we recommend and may add a priority surcharge.
📅
No hard deadline right now
Flexible on timing — no surcharge
📌
Yes — within 1–3 months
Coming up but some runway — priority surcharge applies
🔥
Yes — within 30 days
Urgent — priority handling required — higher surcharge applies
Please select an option to continue.
Question 9 of 9
When would you like to get started?
⚡
As soon as possible
📆
Within 2 weeks
🗓️
Within a month
🔍
Just exploring right now
Please select an option to continue.
Analyzing Your Requirements…
Matching your answers to the right package
- Months behind reviewed
- Number of accounts assessed
- Business complexity evaluated
- Employee count considered
- Package matched to your needs
One Last Step
Schedule your complimentary 30-minute consultation when you are ready. Calendly will collect your contact details when you book.
You're all set!
Thank you — your answers have been submitted.
📞 Estimate Limit Reached
Please Call for a Custom Quote
You have already generated multiple estimates today. To make sure we recommend the correct package for your situation, please call us directly.
Your bookkeeping needs may require a more detailed review before we provide
another fixed-price recommendation.