Peak Bookkeeping - Scope Intake Form

Thanks for taking the time to fill this out. The more accurate this is, the more accurate your written proposal will be. Nothing here is a commitment - it just helps me price the engagement correctly instead of guessing. Takes about 8 to 10 minutes. If you're not sure of a number, best-guess is fine (or leave it blank and I'll estimate from your statements).

About Your Business

Best guess is fine. Used to sanity-check that fees land in a reasonable range (1-3% of revenue is the industry norm for full-service bookkeeping).

What You're Looking For

If you're not sure, pick 'Recommend based on my situation' - we'll figure it out together.

Your Current Setup

0 means everything's reconciled through last month. If you're not fully sure, ballpark it - I'll verify against your statements.

Financial Accounts

Rough numbers are fine - I'll verify against your statements before finalizing the quote.
Include SBA loans, equipment loans, mortgages on business property, credit lines - anything with a principal balance that pays down over time.
Combined debit + credit line items across bank and card statements per month. Leave blank if truly unsure - I'll estimate from your statements. Best guess is better than blank.

Payroll

Year-end 1099 prep is included for up to 5 contractors. Beyond that, each additional is $10, billed once a year on the January invoice.

Sales Tax

Additional Services You Might Want

Check any that apply. These are add-ons to ongoing bookkeeping - we can add or remove them anytime.

Anything Else

When you're done, click Preview to see a clean summary you can save as a PDF or copy for pasting into an email.

Your responses stay on this page until you save or copy them. Nothing is sent automatically. Peak Bookkeeping does not store this data on any server - you control it fully by choosing when to submit.