HOME ABOUT US SAFETY &
SECURITY		 SERVICES TESTIMONIALS FAQ CONTACT US  

Bookkeeping Quote

Business Name:
Business Location (city):
Contact Name:
Contact Email: *
Contact Phone:
Type of Business:
Number of Locations:
QuickBooks Version Currently In Use:
How Many People In Your Organization Use QuickBooks?   For What Duties?
Estimated Current Bookkeeping Hours Per Week:
Do You Need Full Payroll Services? Yes No
If Yes, For How Many Employees?   Pay Cycle:
Would You Be Willing to Have An Offsite Bookkeeper Who Picks up and Delivers Paperwork? Yes No
How Many Bank Accounts Does Your Business Use?
How Many Bank Credit Cards Does Your Business Use?
Do You File Sales Tax Returns? Yes No
 
Do You Use QuickBooks For Accounts Receivable? Yes No
If No, System Name:
Do You Track Accounts Payable On An Aging system Or Cut Checks When The Bills Come In?
Aging System Cut Checks
Would You Like To Use Budgeting And Other Financial Tools To Monitor Your Progress
Throughout The Year And To Help Manage Cashflow? Yes No
Do You Need To Track Inventory In QuickBooks? Yes No
Do You Need To Track Separate Areas Of Your Business Using "Classes" In QuickBooks? Yes No
Other Unique Procedures In Your Business That Need To Be Handled Differently Than Expected:
* required
  

We want to make sure you can stay on top of the latest information. Sign up for our e-tips and receive periodic information that will help you in "Keeping the Books".

* required

"Tobin is exactly what we were hoping to find. We feel lucky to have found him."

Joyce Connelly & Fred O'Toole
Bel Frites
Downtown SLO

"When Tobin came to us in 2002, we had a big mess for our books. He took the time to set things straight and keep them that way..."

Stephan Kennedy
Lesco Automotive Industries
San Luis Obispo

"He is extremely organized, efficient with his time, knowledgeable, has great follow-thru, and is always proactive in finding ways to help improve our finances."

Bryan Sarlitt
TechXpress, Inc.
San Luis Obispo

"It's so easy working with Tobin. He keeps a reliable schedule and a close eye on my AP and finds ways to SAVE me money as well."

Dave Shepard
German Parts & Restoration
San Luis Obispo

Fill out our online form and we will get back to you within 48 hours.