Estimate for Services:

Complete this form to receive a customized estimate for bookkeeping services provided by A+ Accounting Services Inc. Use the "Comments" section at the end of this page to indicate special circumstances or services needed.

Legal Business Name: (required)

DBA Name: (if different)

Contact Name: (required)

Email:

Phone: (required)

Alt Phone:

Fax:

Street Address:

City: (required)

State:

Zip:

What type of business do you operate? (Retail, Manufacturing, Wholesale, Service, etc.)

How is your business set up (choose one)?

When was this business established?

How many bank accounts does your business have?

How many business credit cards does your business have?

Do you currently use an accounting software package? If so, which one?

Payroll Requirements

How many employees do you have? (Include yourself if you receive a paycheck from your company.)

How often do you pay employees?

How often do you pay Federal payroll taxes (withholding, social security, medicare)?

How often do you pay Iowa State Withholding taxes?

Are you required to withhold any non-Iowa State payroll taxes (i.e., do you have any employees who live outside of Iowa)?

If yes, which States?

Do you offer employee benefits (check all that apply)?
Health Insurance
Retirement Plan

Other Benefits:

Do you require any other payroll deductions/additions (check all that apply)?
Commissions
Garnishments
Child Support
AFLAC

Other Deductions/Additions:

Do you have union employees?

Are you required to pay sales tax?

Are you required to pay use tax?

If yes, how often are you required to pay sales or use tax (select one)?

Account Receivables/Payables Requirements

A+ Accounting Services, Inc. charges for work done. That means your accounting bills are lower when you are doing less business. This is particulary helpful for seasonal businesses. For the following questions, please indicate if there is a different average for your slow season and your busy season.

Is your business seasonal? If so, when is your busy season?

What is the average number of invoices from vendors you receive in a month? (Include items you may pay automatically, such as rent, that are not actually invoiced)

What is the average number of credit or debit card charges you incur in a month?

What is the average number of invoices you send out to customers on a monthly basis?

Reporting Requirements

A+ Accounting Services, Inc. provides quarterly financial statements (Balance Sheet and Profit/Loss Statement) to full service clients free of charge. We provide a printout of your checking account every month or week, depending on the amount of activity, and detailed payroll summary reports each pay period to all clients free of charge.

Would you require monthly Financial Statements?

Would you require comparative Financial Statements that show how your business has changed over the previous period, or previous year?

Would you want an analysis of your Financial Statements?

Are you interested in tracking profit and/or loss by job? (Recommended for construction industry)
Learn More

Comments

Please let us know of any special circumstances or requirements for your business. If you are interested in handling some bookkeeping tasks yourself, please let us know your plans.

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