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We Can Help

If you’ve come to this site, you’re already convinced of the need for bookkeeping. The next step is for you to see if I’m the accounting/bookkeeping person for you. We’ll help you determine exactly what bookkeeping services your business needs and we’ll create an effective program that works for you.

We currently serve the Central Coast and beyond. Let me apply my expertise to your specific situation. I specialize in financial consulting and services for startups, small and mid-size businesses, sole proprietors, and individuals. Accounting software specialties are Peachtree, QuickBooks, Mas90, Xero & many more. We create customized reports using Crystal Reports and Excel.

Phone: (805) 369-1449

E-mail: Laurel@laureltreeaccounting.com

Business Name

Name

First Name

Last Name

Phone

(###)

###

####

Website

http://

Where can I find more information about you? Please list any social media handles:

Which services are you most interested in?

Diagnostic/Cleanup/Catch up

Monthly Bookkeeping

CFO Advisory Services (Budgeting & Forecasting)

What are the monthly income streams of your business?

About how much do you earn in sales (and services) each year?

What are the estimated total expenses you have each month?

Approximately how many transactions do you have each month (incoming and outgoing)?

What accounting system do you use, if any?

Do you currently have a CPA?

Yes

Is your accounting up to date?

Yes

No, we need some help

If your accounting isn't up to date please include the date it was last completed through.

Tell me what you're looking for in a bookkeeper/accounting professional?

Do you think of a bookkeeper as a valuable team member in your business? If so, tell me how.

How did you hear about us and our bookkeeping and accounting services?

If a referral, who can I thank?

Do you know anyone else who can benefit from this service?