1.Business Basics: Please review the services below and check off anything you are interested in.

Separate Business Banking Account

Organized system for storing receipts/invoices

Track income and expenses regularly

Other (please specify)

2.Ongoing Bookkeeping: Please review the services below and check off anything you are interested in.

Record income and expenses

Monthly bank and credit card reconciliations

Track mileage for business use

Categorize and label transactions

Maintain a record of assets and equipment

Other (please specify)

3.Reports & Insights: Please review the services below and check off anything you are interested in.

Monthly Profit & Loss (P&L) statements

Expense summary reports

Help understanding cash flow

Other (please specify)

4.Invoicing & Payments: Please review the services below and check off anything you are interested in.

Create and send invoices to clients

Track unpaid invoices

Record payments received

Other (please specify)

5.Tax Prep Support: Please review the services below and check off anything you are interested in.

Organize documents for tax season

Track estimated quarterly tax payments

Provide reports to your tax preparer

Other (please specify)

6.Other Needs: Please review the services below and check off anything you are interested in.

Catch-up bookkeeping (past months or years)

Set up accounting software (like QuickBooks or Wave)

Teach me how to keep records myself

Other (please specify)