How it works*: Select “Yes” next to the services you are interested in; if not interested in a service, you may leave blank. If you do not have any loans, leave those dropdowns blank.

Clean Ups

Do you need a clean up?

Yes.

Clean Up Details.

How many bank accounts and credit cards do you have?

Look at your most recent bank statements for all your accounts. What is the average # of transactions/month?

1–200 transactions
201–400 transactions
401–600 transactions
601–800 transactions
801+ transactions

How many months need to be cleaned up?

How many loans do you have?

Monthly Services

Would you like me to provide ongoing bookkeeping services?

Yes.

Monthly Services Details (1 month estimate).

How many bank accounts and credit cards do you have?

Use your most recent bank statements: Choose the average number of transactions/month across all your accounts. (i.e. Across 3 bank accounts, you have an average of 350 transactions/mo, choose the second option.)

1–200 transactions
201–400 transactions
401–600 transactions
601–800 transactions
801+ transactions

How many loans do you have?