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Free Estimate
Monthly Estimator
Monthly Estimator
Jacqueline Bernal
2016-12-23T19:43:29-07:00
Monthly Total
$
0
CDN
Welcome to the Bernal Business Services monthly estimator. The form below will total your monthly estimate as you make your selections based on number of transactions, invoices, bills, etc. Please remember that these numbers are based on a monthly time frame. If you are interested in a quarterly or annual estimate the total can easily be multiplied accordingly. This estimator will give you a rough idea of what your bookkeeping services will cost each month and if you decide to submit the estimate for further discussion, a member of the BBS team will be in touch with you shortly to talk about your options and find out what bookkeeping services fit you best!
The Simple Stuff
Q1
Q1. TIME PERIOD
How often would you like to have your bookkeeping completed?
Monthly
Quarterly
Annually
Other
If other:
Q2
Q2. ACCOUNTS TO RECONCILE
How many bank and payment accounts do you have such as: bank accounts, credit cards, PayPal?
3 or less
4 to 9 accounts
10 or more accounts
Of those accounts, are there others that will need cross chequing and reconciliations such as Moneris, Pivotal, FreshBooks, Stripe, Eventbright, Square, etc?
No
Yes
ADDITIONAL PAYMENT METHODS TO REVIEW
If yes, how many?
3 or less
4 to 9 accounts
10 or more accounts
Q3
Q3. TOTAL # OF TRANSACTIONS PER [TIME PERIOD]
Count the total number of transactions per month on all your statements from all parts of question 2, select the total that applies below.
10 or less
11 to 25
26 to 50
51 to 75
76 to 100
101 to 150
151 to 200
201 to 500
501 to 1000
1000 or more
The More Complex Stuff
Q4
Do you invoice your clients and receive payment at a later date (accounts receivable)?
No
Yes
If yes, who will create the invoices?
You, the Business Owner
Bernal Business Services (We will always send them to you first for review and approval.)
Both
Q4. AVERAGE # OF A/R SALES INVOICES
On average, how many invoices do you send out per month?
10 or less
11 to 25
26 to 50
51 to 75
76 to 100
101 to 150
151 to 200
201 or more
1000 or more
Q5
Q5. Do you want us to keep track of the bills you need to pay (accounts payable)?
No
Yes
Q5. AVERAGE # OF A/P BILLS
On average, how many bills might you have in a month?
10 or less
11 to 25
26 to 50
51 to 75
76 to 100
101 to 150
151 to 200
201 or more
Q6
Do you have payroll?
No
Yes
If yes, who will process payroll?
You, the Business Owner
Bernal Business Services
Both (For example, you may calculate the hours and send them to us to complete payroll.)
Q6. NUMBER OF PAYCHEQUES PER [TIME PERIOD]
On average, how many paycheques do you process per month?
10 or less (Ex. 5 employees paid x 2/mth)
11 to 20 (Ex. 10 employees x 2/mth)
21 to 50 (Ex. 25 employees x 2/mth)
51 to 100 (Ex. 50 employees x 2/mth)
101 to 200 (Ex. 100 employees x 2/mth)
201 or more (Ex. 150 employees x 2/mth)
The Advanced Stuff
Q7
Do you track inventory?
No
Yes
If yes, who will track inventory?
You, the Business Owner
Bernal Business Services
Q7. NUMBER OF INVENTORY LINES PER [TIME PERIOD]
On average, how many line items do you have each month?
50 or less
51 to 100
101 to 300
301 to 600
601 to 1000
1000 or more
Q8
Do you have investment accounts that you want us to track? (Such as purchase, sales, gains and loss on stocks and bonds, mutual funds, GICs or Money Market accounts.)
No
Yes
Q8. TRACKING INVESTMENT ACCOUNTS
If yes, how many transactions are there per month?
5 or less
6 to 10
11 to 20
21 or more
Q9
Q9. MULTICURRENCY BOOKKEEPING
Do you invoice or pay bills in other currencies?
No
Yes
Reporting
Q10
Q10. REPORTING FEES
Please check any of the following items you would like us to prepare and file (or advise on amounts to file):
Financial statements with comments (Balance Sheet, Profit and Loss Statement, Cash Flow Statement)
WCB Annual Return
GST Return
Provincial Tax Installments
Payroll Statistical Reporting / Franchise Reporting / Other Misc Reports
Q11
Q11. MEETINGS, FILING, ETC
Miscellaneous
Filing and Storage, or Pick Up and Delivery
Missing items and questions sent to you for response
In-person meeting and review of financial statements
Q12
Q12. ON-LINE ACCESS
On-line access to your bookkeeping files
Basic system
Mid-level system
Advanced system
On-line access and storage of documents
Contact Details
Name
Email
Phone Number
Comments
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MOBILE SUMMARY
Monthly Total:
$
0
CDN
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