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Bookkeeping Plus – New Client Questionnaire

Hello! Please complete the form below, and I’ll be in touch with you within the next 48 hours. If you prefer to send me an email, you can do so at kayla@seatoncpa.com. I can’t wait to talk with you and learn more about your business!

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How do I qualify?

To qualify for Monthly Bookkeeping Plus, your business generally should meet the following requirements.

• Gross Business Income (Before Expenses) Exceeding $50,000
• 12+ Months in Business
• The Following Business Structures Qualify:
  • Sole Proprietor
  • Single-Member LLC
  • Multi-Member LLC
  • S Corporation (no more than 2 shareholders)

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Bookkeeping Plus includes:

• QBO Setup or File Review & Clean-up (Setup Fee)
• Accountant Categorizes Bookkeeping Entries
• Reconciliation for 2 Accounts
• Monthly Income Statement & Balance Sheet
• Business Tax Return Preparation
• Estimated Tax Payment Assistance
• IRS Audit Support
• 1 hour Remote Consulting per Quarter
• Unlimited Email Support

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