Get a Quote – Double Edg Services, LLC

1. About you

Your name *

Business name *

Email *

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2. About your business

What industry are you in?

Annual revenue

How long have you been in business?

How soon do you need help?

3. Services you need

Choose as many as you like. A few quick questions appear for each one.

Monthly bookkeepingTransactions categorized, accounts reconciled, books closed monthly.

How many bank and credit card accounts does the business use?

I’m not sure

About how many transactions happen each month?What do you use for your books today?

Plain-English financial reportsMonthly profit and loss, balance sheet, and a short summary.

How often would you like to review your numbers?

Catch-up and cleanupGet your books current and correct.

About how many months behind are your books?

I’m not sure

What best describes the books right now?

Payroll administrationPayroll runs, tax filings, new hires, and W-2s.

How many employees are on payroll?How many states do your employees work in?

I’m not sure

How often do you run payroll?What do you use for payroll today, if anything?

App connectionsConnect your sales, payment, and bill-pay apps to QuickBooks Online. Cash flow planning and adviceForecasts, budgets, pricing guidance, and review calls. Tax-ready books and CPA supportBooks your CPA can use, 1099 reporting, and a CPA if you need one.

Do you currently have a CPA or tax preparer?How many independent contractors did you pay last year?

I’m not sure

Loan-ready books and financial statementsCurrent books, financial statements, and a business plan for your loan or grant application.

What are you getting ready for?When do you plan to apply?

I’m not sure yetTell us about your business and we’ll recommend what fits.

4. Anything else?

What’s your biggest money or bookkeeping headache right now?

Double Edg Services, LLC

Double Edg Services, LLC

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1. About you

2. About your business

3. Services you need

4. Anything else?