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Find the Right Level of Bookkeeping for Your Business
Not every business needs the same level of bookkeeping.
Choosing the wrong level leads to unnecessary costs, missed issues, or ongoing cleanup.
The Bookkeeping Services Assessment helps us understand your business activity, financial structure, and current bookkeeping status so we can recommend the appropriate level of support.
Optimum Tax Pro uses this assessment to determine whether your business is best served by:
Quarterly Bookkeeping
Monthly Bookkeeping
Monthly Bookkeeping Plus
Bookkeeping Cleanup
Fractional CFO or Advisory support
Estimated time: 5–10 minutes
All information is kept confidential.
Who This Assessment Is For
This assessment is designed for business owners who:
Earn $50,000 or more annually (or expect to soon)
Want accurate, tax-ready financial records
Understand bookkeeping is an ongoing discipline
Are open to using the level of service their business actually requires
If you are only looking for the cheapest option or one-time fixes, this process may not be a fit.
Before You Begin (Important)
Completing this assessment does not guarantee acceptance into services.
Some businesses may require bookkeeping cleanup before ongoing services can begin
Service recommendations are based on accuracy, compliance, and sustainability
Bookkeeping Services Assessment Form
Business Information
Revenue & Activity
Current Bookkeeping Status
Payroll & Complexity
Goals & Expectations
Contact Information
Testimonials
John Doe
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Jane Doe
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
