Bookkeeping Intake

Get Started with J&J CPAs

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have? How you

Name *

First

Last

Email *

Phone Number *

Who do you work with at J&J CPAs?

Select all that Apply:

Starting a New Business
I keep an Excel Spreedsheet
I don't do any form of Bookkeeping
I have an In-House Bookkeeper
I am coming from another Bookkeeper
I would like training to start doing it myself ($500 training fee, can increase if it is too complex)

Do you use QuickBooks? (If yes, QuickBooks Online or QuickBooks Desktop) *

(If No) Are you willing to switch to QuickBooks? *

QuickBooks Online is $38 a month

What level of service are you looking for?

I would like to enter and categorize myself. I want you to reconcile and review my work
I want full Bookkeeping (No Invoices and Billables)

How Frequently do you want it completed?

What is your Tax Type

What is your Fiscal Year End?

Who is your Payroll Provider?

Are you willing to provide access to your bank account on a read only access?

This will only allow us to pull bank statement ourselves

How many QB files do you have?

How many Credit Cards do you have?

How many Loans do you have?

Roughly how many transaction do you have per month?

Questions or Comments

File Upload

Drag & Drop Files, Choose Files to Upload You can upload up to 30 files.

Please Upload your last 3 months of statements for an estimated Quote

Email: admin@jandj.cpa

Phone Call: (504) 838-2251

Fax: (504) 838-2267

3636 S I-10 Service Rd W Suite 303, Metairie, LA 70001