Let’s See If We’re a Good Fit
Answer a few quick questions so I can learn about your business before our call. This should take about 5 minutes.
Tidy Books Studio provides monthly bookkeeping for established Etsy, Shopify, and in-person product businesses with straightforward inventory.
You will not be asked to provide QuickBooks access, passwords, account numbers, or financial documents at this stage.
Monthly bookkeeping services start at $550/month. Catch-up and cleanup projects are quoted separately after review.
Step 1: Please complete the following questionnaire
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Name
*
First
Last
Email
*
Phone
Business Name
*
Website, Etsy shop, or Shopify store link
What do you sell?
*
Where do you sell?
*
Shopify
Etsy
Square or another in-person POS system
A physical retail location
Wholesale
Amazon, eBay, Walmart, or another marketplace
Other
How long have you been in business?
*
Less than 1 year
2-5 Years
3–5 years
5+ years
What were your business’s approximate gross sales during the last 12 months?
*
--- Select Choice ---
Under $100,000
$100,000–$250,000
$250,000–$500,000
$500,000–$1 million
Over $1 million
The business has operated for less than 12 months
Prefer not to say
What bookkeeping system do you currently use?
*
QuickBooks Online
QuickBooks Desktop
A spreadsheet
Another bookkeeping platform
I do not currently use a bookkeeping system
I’m not sure
Which best describes the current condition of your books?
*
--- Select Choice ---
Current through the most recently completed month
One or two months behind
Three to six months behind
More than six months behind
I need help setting up a bookkeeping system
I’m not sure
What kind of help are you looking for?
*
Ongoing monthly bookkeeping
Cleanup or catch-up followed by monthly bookkeeping
A one-time cleanup or catch-up project
QuickBooks Online setup followed by monthly bookkeeping
I’m not sure what I need
About how many business financial accounts do you have?
*
1–3
4–6
7–10
More than 10
I’m not sure
Include checking, savings, credit cards, PayPal balances, loans, and other accounts that may require reconciliation.
Approximately how many business transactions do you have in a typical month?
*
--- Select Choice ---
Fewer than 100
100–300
301–500
501–1,000
More than 1,000
I’m not sure
Which best describes your inventory or product process?
*
--- Select Choice ---
I purchase finished products for resale.
I make products using a relatively straightforward process.
I manufacture products using assemblies, work in progress, or detailed production costing.
I sell products but do not formally track inventory.
I’m not sure how my inventory should be handled.
Other
Which best describes your payroll?
*
--- Select Choice ---
I do not have employees.
I use a third-party payroll provider.
I process payroll without a third-party provider.
I have unresolved payroll-tax or payroll-record problems.
I’m not sure.
Which best describes your current sales-tax situation?
*
--- Select Choice ---
Marketplaces collect and remit most or all sales tax for me.
I or a sales-tax professional handle my registrations and filings.
My sales-tax filings are current, but I need the bookkeeping activity reconciled.
I am behind on sales-tax filings or have unresolved notices.
I am looking for someone to determine where I have nexus or file sales-tax returns.
I’m not sure.
Which of the following is the biggest motivator for outsourcing your bookkeeping?
*
I want to stop doing the books myself
I do not have enough time to keep up with it.
I am unsure whether transactions are categorized correctly.
My sales platforms, fees, and deposits are difficult to reconcile.
I need dependable monthly financial reports.
I want to stop relying on spreadsheets or a do-it-yourself process.
Other
If we decide we are a good fit for each other, when would you want to start?
*
--- Select Choice ---
Yesterday
Within the next month
Within the next 2–3 months
I’m gathering information for now
Is there anything else I should know about your bookkeeping or business?
Please acknowledge the starting investment
*
I understand that ongoing monthly bookkeeping starts at $550 per month and that final pricing depends on accounts, sales channels, transaction activity, integrations, and bookkeeping complexity.
I understand that standard onboarding starts at $550 as a one-time fee.
I understand that cleanup projects and required client-specific software are priced separately.
Please acknowledge the current service boundaries.
*
I understand that Tidy Books Studio does not provide audits, income-tax preparation or advice, sales-tax filing or nexus advice, payroll processing, bill payment, customer invoicing, collections, or advanced manufacturing and inventory accounting.
I understand that submitting this questionnaire does not create a client relationship or guarantee that services will be offered.
See if Tidy Books Studio Is a Fit
Let’s Tidy Your Books
Contact info
bookkeeping@tidybooks.studio
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