Eight questions about volume and complexity. Send them over and I will come back with a quote within one business day.
Every line that hits your bank and card accounts. A rough count is fine.
Checking, savings, and credit cards that run through the business.
Vehicle loans and SBA notes count.
If you invoice through another system, or not at all, choose no.
Separate companies or EINs, each with their own books.
Zero if you are current.
I will read through your answers and send you a quote within one business day. That number is based on what you have told me, so treat it as a close estimate rather than a final figure.
If you would rather have a firm number, add me to your books and I will scope the work from what is actually there. The steps are below, and you can remove my access at any time.
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Add your name and a valid email address so I have somewhere to send the quote.
That did not go through. You can email me directly at chris@levitybookkeeping.com.
Fifteen minutes, no pressure. Sometimes it is faster than typing.
Book a discovery callRead access lets me scope the work from your actual transactions instead of a description of them. I cannot change anything, and you can remove me whenever you want.
On something else, or not set up yet? Tell me what you are using and I will send the steps for it. Most platforms have an accountant or adviser role that gives me what I need without letting me change anything.
Menu names move around between versions. Add me as an accounting firm rather than a regular user where you have the choice.
Your answers stay in your browser until you submit.
Two things: how much activity runs through your books, and how much of it needs a judgment call. Four hundred transactions that all come from the same twenty vendors is easier than eighty that each need a memo.
I price the work as it will look once things are running, not the mess of the first month. Getting current is quoted separately, so a backlog does not follow you into the monthly fee.
These are guidelines rather than packages to pick from, and your quote can land outside them. If it is going to, I will tell you why before you sign anything.
Fifteen minutes, no pressure. Tell me what's going on with your books and let's see if we're a match.