Quote | Veridian Bookkeeping

Name*

Your email*

Approximately how many receipts will need to be entered each month?*

How many bank accounts and credit cards do you need reconciled each month?*

Do you want basic or detailed chart of accounts?*

Basic (ex. Utilities)

Detailed (ex. Water, Power, Energy)

In addition to entering expense receipts and payments made by you using your bank or credit card, will there also be entering and paying accounts payable invoices required?*

Yes

No

If you require accounts payable, how often do you want vendors paid?*

Weekly

Bi-weekly

Monthly

Other

I won't need vendors to be paid

If you require accounts payable, do you also require reconciling vendor statements?*

Yes

No

I don't require accounts payable

Approximately how many invoices will need to be paid each month?*

Do your vendors need WCB clearance completed before issuing payment?*

Yes

No

I won't be needing Accounts Payable services

Do you need invoicing*

Yes

No

If you need invoicing, how often?*

Weekly

Bi-Weekly

Monthly

Quarterly

Other

I don't need invoicing

If you need invoicing, approximately how many invoices need to be sent each month?*

Do you require acceptance of payments and making deposits?*

Yes

No

I won't be needing Accounts Receivable

Do you require accepting and tracking deposits?*

Yes

No

If you require invoicing, do you require arrears collection? (email and/or mail only)*

Yes

No

I don't require invoicing

How often do you need GST filed?*

Monthly

Quarterly

Annually

I don't need GST filed

How often do you need PST filed?*

Monthly

Quarterly

Annually

I don't need PST filed

How often do you want copies of your balance sheet and income statement?*

Monthly

Quarterly

Annually

Other

Do you require a detailed Executive Summary with your financial statements (ex. budget comparison, notes on the balance sheet)?*

Yes

No

How many hours of support (email, phone, in-person) do you anticipate requiring each month?*

1 hour

2 hours

3+ hours

Do you want to use cost accounting or accrual accounting? (With cost accounting transactions are recorded in the month they are paid regardless of when the work was done, and in accrual accounting they are recorded in the month they happen regardless of when they are paid. Accrual accounting requires additional entries and thus will result in more monthly transactions). *

Cost

Accrual

I need more info on cost vs accrual before deciding

Do you require tracking of depreciation and amortization of capital expenditures?*

Yes

No

I don't know

Do you require tracking of prepaid expenses? ex. you want to pay your insurance all at once but want to expense it monthly*

Yes

No

Are you going to require substantial catch-up bookkeeping, or are you starting with new or clean books?*

Do you need to file annual WCB?*

Yes

No

Do you want to do budget tracking?*

Yes

No

Do you need assistance creating a budget?*

Yes

No

Do you have any other comments pertaining to your business or quote?

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