Bookkeeping that Grows with Your Business

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Let’s find out about what services you’re looking for. Please indicate if additional services beyond the Bookkeeping that Grows bookkeeping packages.
(if any)
We will temporarily need access to accounting books to determine if clean-up services are needed.
Payables entry? Payables PD? Employee reimbursements? Use subcontractors? Have any auto-pay bills? Receive bills through Dropbox. A/P process approval- who will approve A/P?
Cash flow concerns? (Would you need deposits more than weekly, times that A/P will need to wait/ bills paid late?)
Interface with customers directly? Take CC payments? Make Deposits? Internal collections?
Established System for inventory adjs perpetual/periodic? Established inventory method is (FIFO, LIFO)? POS? Inventory cost values from POS? Reports for inventory? Annual inventory counts manual?
How many employees? Current payroll provider? Benefits offered (401k, IRA, health/dental)? If health benefits, group plan? OR Reimburse employees? 125 accountable plan in place if reimbursing employees? Administer benefit plan? Track PTO/sick?
Any related entities that will also need bookkeeping separately or part of this engagement?