Business Bookkeeping Assessment

Find Out Which Bookkeeping Service Is Right for Your Business

Answer a few quick questions and receive a personalized recommendation based on your business size, transaction volume, and bookkeeping needs.

This assessment helps us understand your workflow so we can match you with the right package — Essentials, Standard, E-Commerce, or Cleanup.

It takes less than 2 minutes.

WHY THIS ASSESSMENT MATTERS

Bookkeeping needs vary from business to business.
Your transaction volume, number of accounts, and the platforms you use (Amazon, Shopify, PayPal, Square, etc.) all influence the level of monthly support required.

This quick assessment helps us:

• Understand your bookkeeping challenges

• Determine whether you need monthly service or cleanup work

• Recommend the right bookkeeping package

• Prepare accurate pricing before we meet

Your responses are completely confidential.