Quick Fit Check – taxreadylc.com

Quick Fit Check

Before reviewing pricing, complete this brief checklist. It ensures we’re aligned on scope, complexity, and transaction volume so you receive accurate, transparent pricing from the start.

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About how many transactions do you have per month? *

0-50
51-100
101-200
201-300
Over 300

An estimate is fine. If your books are messy or you’re unsure, choose your best guess. Transaction volume is reviewed and confirmed on the pricing page.

How many months of bookkeeping are currently behind? *

Up to 1 month
2-3 months
4-6 months
7-12 months

Cleanup work is limited to the current tax year forward. We do not review, correct, or take responsibility for prior years. Businesses with older or incomplete records may still be accepted, provided this scope is understood.

Do you collect sales tax? *

No
Yes, in 1 jurisdiction
Yes, in 2-3 jurisdictions
Yes, in more than 3 jurisdictions

We support sales tax reporting in up to three jurisdictions as part of our standard services. Businesses with sales tax obligations in more than three jurisdictions are not a fit for our standard service model.

of any)? would

Do you have payroll for your business? *

No
Yes, for myself only
Yes, for up to 3 employees or contractors
Yes, for more than 3 employees or contractors

Payroll is typically handled through a third-party payroll provider. We coordinate and ensure payroll is recorded correctly in your books, while payroll approval and compliance remain with you or your provider. Our standard services support businesses with payroll for up to three employees or contractors.

Which bookkeeping software do you currently use (if any)? *

QuickBooks
Xero
Wave
Spreadsheet / manual tracking
Not sure / none yet

We primarily work with QuickBooks. If you use another system or are just getting started, we’ll review your setup and confirm next steps before moving forward.

When would you like help to begin? *

Immediately
Within the next 30 days
Just exploring for now

While we do prioritize businesses ready to begin within the next 30 days, you’re welcome to review pricing and see how our first month works before deciding next steps.

Please review your answers carefully before submitting, as they are used to determine service fit and pricing.