Bookkeeping Intake Get Started with J&J CPAsBookkeeping Intake Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Basic InformationName *FirstLastEmail *Phone Number *Who do you work with at J&J CPAs?HistorySelect all that Apply:Starting a New BusinessI keep an Excel SpreedsheetI don't do any form of BookkeepingI have an In-House BookkeeperI am coming from another BookkeeperI 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 monthWhat are you looking for?What level of service are you looking for?I would like to enter and categorize myself. I want you to reconcile and review my workI want full Bookkeeping (No Invoices and Billables)How Frequently do you want it completed?QuarterlyAnnually for Tax PrepAdditional InfoWhat is your Tax TypeSch C on my Individual ReturnSch E on my Individual ReturnS CorpPartnershipC CorpWhat 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 ourselvesHow many QB files do you have?How many Credit Cards do you have? your you 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 QuoteSubmit{{#message}}{{{message}}}{{/message}}{{^message}}Your submission failed. The server responded with {{status_text}} (code {{status_code}}). Please contact the developer of this form processor to improve this message. Learn More{{/message}}{{#message}}{{{message}}}{{/message}}{{^message}}It appears your submission was successful. Even though the server responded OK, it is possible the submission was not processed. Please contact the developer of this form processor to improve this message. Learn More{{/message}}Submitting…
