Request a Bookkeeping Proposal

Tell me a little about your business, your current bookkeeping setup, and the type of financial support you’re looking for. I’ll review your responses and follow up with a custom bookkeeping proposal if we’re a good fit.

This form is for U.S.-based creative service business owners, including designers, coaches, consultants, automation specialists, and small agencies, who need Monthly Bookkeeping, QBO Catch-Up, QuickBooks Online Setup, or clearer financial reporting.

First Name *

Last Name *

Preferred Name

If you go by a different name, enter it here.

Email *

Phone

Business Name *

State *

Ready Set Streamline currently works with U.S.-based businesses only.

Website *

Which best describes your business? *

Are you the only owner of the business? *

What is your business structure? *

Do you sell anything besides services? *

What is the first month and year that needs bookkeeping completed?

Example: January 2026. Enter the first month you would need Ready Set Streamline to complete. If you’re not sure, enter “Not sure.”

What makes now the right time to get help with your bookkeeping? *

What feels most stressful or unclear about your current books? *

Are you currently using QuickBooks Online? *

Do you currently work with a CPA or tax preparer?

Please list each business account that needs to be included in bookkeeping. *

Include all accounts used for business transactions, including bank accounts, credit cards, payment processors, and loans. Example: Chase Checking, Capital One Credit Card, PayPal, Stripe, Kabbage Loan.

Approximately how many total business transactions do you have per month? *

Do you use separate business and personal accounts? *

Which monthly support option sounds closest to what you need? *

My monthly bookkeeping services start at $395/month, with final pricing based on account count, transaction volume, and reporting needs. Is that within your budget? *

When would you like to get started? *

Is there anything else you want me to know before I prepare your proposal?

How did you hear about Ready Set Streamline? *

Referral Details

Required Acknowledgements *

I understand the service scope and requirements.

Ready Set Streamline provides bookkeeping services, not income tax preparation.
Ready Set Streamline is not a CPA firm.
Payroll services are not included.
Accounts payable and accounts receivable management are not included unless specifically agreed to in writing.
QuickBooks Online is required for monthly bookkeeping services.
Cleanup or catch-up bookkeeping may be quoted separately before monthly services begin.

I agree to the Terms & Conditions and Privacy Policy.

Prefer to Talk First?

If you’re not sure which bookkeeping plan fits or you’d rather talk through your current books before submitting a proposal request, schedule a short Bookkeeping Review. We’ll look at where your books stand now, what kind of support you need, and whether we’re a good fit.

Schedule Bookkeeping Review

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