Request an eQuote
For more information regarding our services and rates, please provide us information regarding your business, contact information, and the services in which you are interested in. All information will be held confidential and shared with no person or company outside of Leahy Financial.
Please select the service(s) in which you are interested in:
Bookkeeping Services (Optional Information)
What bookkeeping software (i.e. quickbooks online, quickbooks desktop 2012, Peachtree, Quicken, etc.) are you currently using or have used for your business? If you are not using a software please enter None.
How many monthly checking bank statements do you have, if any?
How many monthly savings bank statements do you have, if any?
How many monthly credit card statements do you have, if any?
How many business loans, if any?
How many merchant services statements, if you are accepting credit cards payments?
Do you have any receivables (pending payments from customers/clients)?
Do you use a Point of Sale system (more typical for storefront businesses with inventory sales)?
Do you manage inventory sold, if so how are you currently tracking the inventory?
Do you have independent contractors working for you, if so approx. how many?
Are you currently or needing prepared sales tax filings?
Are you currenty or wanting to tracking your bills due and pending payments within Accounting system?
Do you have employees working for you, if so how many? If no employee's, skip this section.
Payroll Services (Optional Information)
If you have employee's are you currently or interested in using a time clock system?
Are you currently behind on your payroll tax filings? If so, approx. how many pay periods or quarters?
What payroll software and/or service (i.e. intuit payroll online, intuit payroll desktop, Paychex, ADP, etc.) are you currently using or have used for your business? If you are not using a software or service please enter None.
What payroll cycle are you currently on, or would like to be set up with?
How many hourly basis employee's do you currently have, if any?
Catch Up & Clean Up (Optional Information)
How many months of no or partial enries from statements or monthly activities do you have to which has put you behind, if any?
How many months of entries from statements or monthly activities do you have to which you are not sure if they are correct and is possibly putting you behind or causing you to question accuracy of data to, if any?
Please provide notes of any other processes currently or needing to be done based on the unique set up or structure of your business that involves banking, revenue, expense, inventory, payable, receivable, payroll, etc type activity.
Please type your questions and any additional information regarding your business below so that we can best understand your business needs.
Call us today (951) 541-0183
We thank you for visiting our website and appreciate your interest in our services.
Once you've submitted this form, please allow 1 business days for a formal response.
*Please select service type for quote?
Additional Comments & Information
LEAHY FINANCIAL SERVICES
Your Source for Bookkeeping & Payroll Services
28475 Old Town Front St., Temecula, CA 92590
© 2013 Leahy Financial Services. All rights reserved.