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Accounting Firm - One Stop Shop

THE SMALL BUSINESS EXPERT

BRINGING YOU PEACE OF MIND WITH BOOKKEEPING, PAYROLL AND TAXES


See if AdminBooks is the right partner for you and your business!
Schedule a complimentary consultation to get acquainted with us and learn more about our processes. 
Submit the form below to schedule your meeting AND receive your FREE copy of our eBook on how to increase your business cash flow in 60 days.

Let's Get Acquainted!

Tell us your top concerns and challenges which prompted you to contact AdminBooks.  

The more specific you are, the better we will be able to understand your situation.    

Check ALL the services listed you may be interested in:

Ongoing monthly bookkeeping
Clean up Current Books
Data entry of Income and Expenses
Bank and Credit Card Reconciliation
QuickBooks Online Setup or Migration
QuickBooks Consultation and Training
Payroll Processing
Process 1099's
Choice of Entity
IRS or FTB Assistance
Prepare Tax Return
Sales Tax Reports

Does your tax preparer do the following?

Yes
No
Yes
No
March 15
April 15
May 15
September 15
October 15
November 15

To expedite our process, please securely upload your last filed tax return by clicking here so that we can provide you with a price quote.

a. I don’t want to waste time; I don’t need a lot of facts and details; I am mainly interested in results; I need to know WHEN it will be done. I am direct, a problem solver and a leader.
b. I am expressive and love to celebrate wins; I usually make decisions quickly; I don’t dwell on the details: I need to know WHO will be working with me. I am creative, outgoing and friendly.
c. I am slower to make decisions; I am reliable and somewhat shy; I am looking for assurance; I need to know WHY it is best to do it that way. I am patient, devoted and understanding.
d. I like details and facts; I need to think, absorb and digest the situation before proceeding; typically I am not talkative; I need to know HOW we will work together. I am cautious, love procedures & lists and a rule follower.
AFFORDABILITY of service is my primary concern
EXPERTISE that a professional brings to my tax situation
STRATEGIZE with me in order to maximize my goals

If you own a business, continue below. If not, click the SUBMIT button at the bottom of the form.

Sole Proprietor
S-Corp
C-Corp
LLC-Multi-Member
Partnership
Non-Profit
Growing
Flat
Declining
$0-$100K
$100K- $250K
$250K- $500K
$500K-$1 Million
$1 Million -$2 Million
$2 Million - $3 Million
$3 Million - $4 Million
$4 Million+
Nothing
Excel
Quicken
QuickBooks Online
QuickBooks Desktop for PC
QuickBooks Desktop for Mac
Other
Yes
No
Aleady use QuickBooks Online!

We are a QuickBooks Online only firm, but do offer QuickBooks Online set up and migration services.  

If you marked no to the question above, we will follow up with referrals who work with QuickBooks Desktop.

To expedite our process, please invite AdminBooks to have access to your QuickBooks Online file so that we can provide you with a proposal. Invite Bookkeeper@adminbooks.com to be an Accountant User. 

Click Here for a 1-minute video tutorial if you need directions.

I do it myself
I have a bookkeeper inside my office
I have an outside bookkeeper

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