Accounting Services Application Form
Note: This application does not include state or federal filing fees. A $250 setup fee applies for new accounting clients; ongoing service fees vary based on selected service package and business needs.
- Sole Proprietor
- LLC
- Corporation (C-Corp / S-Corp)
- Partnership
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Service Needs
- Trucking Applications & Forms Filing
- Trucking Dispatch Services
- Ship Anywhere Conveniently
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- Bookkeeping Setup & Monthly Maintenance
- Payroll Services
- Sales Tax Compliance & Reporting
- Accounts Payable / Accounts Receivable Management
- Financial Statement Preparation (Monthly / Quarterly / Annual)
- Tax Preparation & Filing (Business / Personal)
- CFO Advisory & Business Strategy
- Other (please specify):
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Current Accounting Setup
- Yes – I use a Software
- No – I need setup assistance
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- 0–100
- 101–500
- 501–1,000
- T1,001+ype an Option
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- None
- 1–5
- 6–20
- 21+
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- Yes
- No
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Supporting Documents
Please upload clear copies of the following:
Setup Fee (one-time):
New Client Accounting Setup – $250
Ongoing Monthly Services:
Bookkeeping & Monthly Reconciliation – starting at $300/month
Payroll Services – $150/month (up to 5 employees; +$15 per additional employee)
Sales Tax Filing – $150/month per state
Accounts Payable / Receivable Management – $200/month
Financial Statements – $200/month
CFO Advisory (Quarterly Review & Strategy Session) – $500/quarter
Annual Services:
Business Tax Preparation (LLC/INC) – $600+
Personal Tax Preparation – $250+