Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Name *FirstLastPhone *Provide contact email * QuickBooks begin Choose Address *Address Line 1Address Line 2City--- Select state ---AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingStateZip CodeOrganization / Company Name *Website / URLYour company websiteEntity Type *Sole PropLLCC. Corp (or) S. CorpNon-ProfitPlease add your entity typeWhen are you seeking to begin services *7 days10 days30 daysHow far behind are your books ? *0-3 Months3-6 Months6-12 Nonth1 Year or moreWhen was the last time your books were reconciled.Accounting Software *QuickBooks OnlineQuickBooks DesktopQuickbooks Desktop. We require (247) un interrupted remote access. (+) additional $50.00 per. mos cost to use our remote access tool (if applicable)Services requested. Choose all that apply. *Inventory Clean Up & MaintenceNon-Profit AccountingInvoice A/P Bill EntryEnter transactions on CASH basisPlace bills(check in que) Bank Bill PayClass and / or Location trackingBank Reconcillation (bank statement)Credit Card Reconcilation (card statement)Payroll Processing (Process ONLY!)Payroll Tax monthly / Quarterly Annual Tax FilingEmployee Onboarding/Profile Set Up1099 vendor reporting (annually)Project job costing (Requires Plus or Advanced)Sales Use Tax ReportingCOA/GL (Chart of Accounts Organization)Reconcile P&L (Verify, Rev & Exp to G/L)Reconcile Balance Sheet (Verify Loans, Liabilities, Assets)Billable Hours recordingMerchant Provider - E-Commerce *StripePayPalAuthorize.net (or) CloverSquare One - SquarespaceLightspeedIntuit - QuickbooksChase paymentsShopifyAmazonWixweb.comGo-DaddyWordpressEtsyOther (or) NoneWill you provide (banking, Credit Card, Merchant access) *YESNONumber of Business Bank Accounts *12245678910Include ALL bank accounts, that require reconciling / balancesNumber of Business Credit Card Accounts *12245678910Include ALL accounts, that require reconciling / balancesWhat is your estimated Monthly Budget *$250.00 - $350.00$351.00-$500.00$501.00- $1000.00$1,001.00 +Estimated budget for the services you are requestingCamera Capture With Your Camera Camera Preview Feel Free to leave me a video, to discuss your concerns.Authorize QuickBooks Online Accountant Access. *YES I will provide accountant accessWe CAN NOT provide a quote unless we have been provided ACCOUNTANT ACCESS Inviting an Accountant: Access the "Manage Users" section: Log into your QuickBooks Online account and navigate to the gear icon (Settings) and then select "Manage Users". Go to the "Accountants" tab: This tab is where you manage accountant access. Enter the accountant's information: Provide the accountant's first name, last name, and email (Rezella McDonald - rezella@mcdonald-bookkeeping.com) Send the invitation: Click the "Invite" button to send the invitation to the accountant. The accountant will receive an email and and can ACCEPT the invitation.How we bill *Terms of Billing if retainedFLAT FEE / PER EA. MONTH: The consumer will pay a flat / fee for the designated scope of services requested. The monthly service fee will not change (unless) consumers request additional services not listed or agreed to. Per ea. individual month. (definition) we will charge for each individual month of financials we complete. (example) If we are retained in December of 1999 and consumer requests, we start reconciling for the month of January 1999. We will charge consumer for each month we cleanup and reconcile January-December 1999. Your monthly fixed flat rate x 12. Consumer has read and understand the billing terms. The consumer is billed in advance of each month services are provided.Confidentiality Agreement *We consent to nondisclosure / confidentialityMcdonald Bookkeeping Services agrees to NOT share, the contents of consumer financial or business information in any form. McDonald Bookkeeping Services understands the importance of keeping your financials secure and safe. We have built a private server and utilize it when accessing your financial banking portals and Quickbooks.NextUpdating preview…This is a preview of your submission. It has not been submitted yet! Please take a moment to verify your information. You can also go back to make changes.PreviousSubmit