Bookkeeping Cleanup Application Form | Legacy Luxe AZ

Skip to main content

“Legacy Luxe AZ is not a law firm and does not provide legal advice.”

Home
Notary
Bookkeeping Services
Legacy Luxe Signature Packages
Services
Terms and Conditions
About Legacy Luxe Az
Contact
Account
0 Cart

BOOKKEEPING CLEANUP

Client Intake Application

Behind on your books? Let us help you get organized.

Complete this application so we can assess your bookkeeping needs and provide a customized cleanup quote.

Legal Business Name *

Primary Contact Name *

Business Email Address *

Phone Number *

What industry is your business in? *

What is your business structure? *

Sole Proprietorship
Single-Member LLC
Multi-Member LLC
S Corporation (S-Corp)
C Corporation (C-Corp)
Partnership
Nonprofit Organization
Other
Not Sure

Bookkeeping Cleanup Assessment *

1–3 months
4–6 months
7–12 months
13–24 months
More than 24 months
Not sure

When was the last month your accounts were fully reconciled? *

Within the last month
2–3 months ago
4–6 months ago
7–12 months ago
More than 12 months ago
Never reconciled
Not sure

Approximately how many transactions does your business have each month? * *

0–50
51–100
101–200
201–400
More than 400
Not sure

How many business bank and credit card accounts need cleanup? *

1–2 accounts
3–4 accounts
5–6 accounts
More than 6 accounts
Not sure

What bookkeeping software do you currently use? *

QuickBooks Online
QuickBooks Desktop
Xero
Spreadsheets / Manual Records
Other
No bookkeeping software

What bookkeeping problems are you currently experiencing? *

Uncategorized transactions
Bank or credit card accounts not reconciled
Missing transactions
Duplicate transactions
Incorrect account balances
Customer invoices or vendor bills need review
Missing financial statements
Not sure what needs correcting
Other

What is the main reason you need bookkeeping cleanup? *

Preparing for tax filing
Preparing for a CPA or accountant
Applying for business financing
Getting financial records organized
Correcting previous bookkeeping errors
Preparing to start monthly bookkeeping
Other

Do you have a deadline for completing your cleanup? *

As soon as possible
Within 2 weeks
Within 30 days
Within 60 days
No specific deadline
Not sure

What services are you interested in? * *

Bookkeeping Cleanup Only
Cleanup + Ongoing Monthly Bookkeeping
Not Sure — I Need Guidance

Do you have access to the bank and credit card statements for the cleanup period? *

Yes, all statements are available
Some statements are available
No, I need to obtain them
Not sure

I understand bookkeeping cleanup starts at $150 per historical month. Final pricing is based on my records and service needs. Work begins after quote approval, a signed agreement, and payment. *

I Understand

Leave this field empty

© 2025 - 2026 Legacy Luxe AZ

Powered by Webador