Welcome,Start Your Path Tell me a little about your business and what you’re looking for. I’ll review your information and contact you with the next steps. Section 1 – Contact Information Full Name* Business Name* Email Address* Phone Number* Preferred Contact Method*PhoneEmailText Section 2 – What Are You Interested In? (check all that apply) Monthly Bookkeeping PathsMinimal Path: $55/monthGentle Path : $75/monthClear Path: $125/monthSmooth Path: $225/monthEffortless Path: $375/month Additional Bookkeeping ServicesBooks Clean-Up: $450 per YearAdditional Account Reconciliation: $60 per Account Business Startup & OperationsLaunch Path – Business Startup: $150 One-Time Fee (plus applicable third-party fees)Support Path – Invoicing & Payment Management: $95 One-Time Fee (includes first Invoice) + $20 per additional Invoice Professional DocumentsScope Path Tier 1 – Professional Documents: $250 One-Time FeeScope Path Tier 2 – Professional Documents: $375 One-Time FeeScope Path Tier 3 – Professional Documents: $500 One-Time Fee Project ManagementBuild Path Tier 1 – Project Management: $275/month (1 Project/Up to 3 Subcontractors)Build Path Tier 2 – Project Management: $425/month (2 Projects/Up to 6 Subcontractors)Build Path Tier 3 – Project Management: $575/month (3 Projects/Up to 9 Subcontractors)Subcontractor Compliance Setup & Management: $125 per Subcontractor, Annually ((includes W-9 tracking, payment tracking structure, 1099 preparation support, subcontractor agreement template) Project Research & Due DiligenceScout Path Tier 1 – One Property Assessment: $35Scout Path Tier 2 – Monthly Retainer: $200 (Up to 10 Property Assessments)Scout Path Tier 3 – Monthly Retainer: $350 (Unlimited Property Assessments) Tax ServicesAnnual Federal Personal Tax Filing (1040): $95 per YearFederal Personal Extension: $35 per YearAnnual Federal Business Tax Filing (Schedule C – Sole Proprietor / Single-Member LLC): $275 per YearAnnual Federal Business Tax Filing (1120 / 1120-S / 1065 – Multi-Entity Structures) : $375 per YearAnnual State Tax Filing (per State): $55 per YearAnnual State & Local Business Tax Filing (per jurisdiction): $115 per YearHistorical Business Tax Filing (Schedule C – tax-ready years only): $425 per YearHistorical Business Tax Filing (1120 / 1120-S / 1065 – tax-ready years only): $575 per Year Section 3 – About Your Business Type of Business / Industry* Business StructureSole ProprietorLLCPartnershipCorporationNot Yet Formed Years In BusinessNot Started YetLess than 1 Year1 to 3 Years3+ Years Section 4 – Tell Me About Your Situation (check all that apply) What best describes you?Starting a new businessNeed monthly bookkeepingBehind on bookkeepingNeed help getting paidNeed project trackingNeed business setupNeed tax helpNeed proposals/contractsJust exploring options Section 5 – Tell Me More Estimated Monthly TransactionsUnder 4040-7575-150150-250250-400400+ Do you have a separate business bank account?YesNo Are you currently behind on bookkeeping?YesNo Section 6 – Tell Me More What would you like help with? What are your biggest challenges, or what would you like completely off your plate? Send
