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Owners Name
(Required)
First
Last
Business name
(Required)
Phone
(Required)
Email
(Required)
Industry
(Required)
Real Estate (agents, property management, investors, developers)
Construction (general contractors, trades, remodeling, home services)
Healthcare & Medical (clinics, dental, therapy, wellness)
Legal Services (law firms, attorneys, trust, estates)
Professional Services (consulting, finance, marketing, coaching, design, architecture, engineering, administrative support)
Food & Hospitality (restaurants, catering, hospitality groups)
Educational Services (schools, tutoring, training programs)
Information & Technology (IT, software, communications, media)
Nonprofit & Associations (charities, foundations, member orgs)
Wholesale, Retail & Distribution (distributors, online/physical stores, product sales)
Agriculture (farms, forestry)
Other (please specify)
Please describe your industry
(Required)
How long has the business been operating?
Less then 1 year
From 1 to 5 years
More then 5 years
Our services start at $500/month. Which best describes your needs? (select one)
Our base price is $500 per month. However, your final pricing may be higher if you have more complex needs—such as multiple bank accounts, multiple credit card accounts, or transaction types that go beyond what our basic pricing includes.
1–2 accounts, straightforward transactions (typically $500–$1,000/month)
Multiple accounts and reporting needs (typically $1,000+/month)
High volume or complex needs (typically $2,000+/month)
Just a few transactions (potentially less than $500)
Do you use QBO (QuickBooks Online)?
Yes
No
If you do not use QBO, are you open to transferring to QBO?
Yes
No
What other software do you use
Jobber
Square
Gusto
ADP
Shopify
Job tread
Method
Clio
AppFolio
Other:
Please list additional software
(Required)
Preferred method of contact (check all that applies)
Text
Call
Email
Referred by:
What is the entity structure of your business? (check one)
Sole Proprietor
Partnership
LLC
S-Corp
C-Corp
Non-Profit
Other:
Your custom structure
Tell us a little about your business.
What services are you looking for (check all that apply)?
Monthly Bookkeeping
Cleanup / Catch-up Services
Payroll Support
Accounts Payable / Bill Management
Accounts Receivable / Invoicing
Financial Reporting
Budgeting & Forecasting
Sales Tax Filing
1099 Filing
Support with CPA / Tax Prep
Advisory Services-Looking into the future growth of your business
Other:
Please provide your answer
Are your books up to date? (check yes or no)
Yes
No
Last reconciled month:
(Required)
January
February
March
April
May
June
July
August
September
October
November
December
If we are a good match, when do you need our services to start?
(Required)
MM slash DD slash YYYY
Is there anything else you’d like us to know?/ What are you most looking for in a bookkeeping firm?
Our bookkeeping services start at $500/month. Based on your selection, it looks like your budget may be below this minimum. That may mean KHL isn’t the best fit for your needs right now. However, we’d still love to hear from you — please feel free to schedule a
Training Call
- for customized help with your QBO or email us with details, and we’ll be happy to point you in the right direction.
At this time, KHL works exclusively with QuickBooks online and is better suited for business owners who prioritize and embrace cloud-based accounting solutions. We sincerely wish you a profitable and rewarding business journey. Please email us at info@bookkeepingkhl.com if you would like a referral to another bookkeeping company.
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