ESSENTIAL BOOKS

Client Intake Application

Professional monthly bookkeeping designed for small businesses that want organized, accurate financial records

$399 / month

New Client Startup: $598

Includes initial setup, first month of bookkeeping, and QuickBooks Online. Historical cleanup is additional.

Before You Apply

This package includes up to 75 monthly transactions, up to 2 bank or credit card accounts, monthly reconciliations, financial reporting, and email support.

Please complete the application below. Qualified applicants will receive an invitation to schedule a complimentary consultation.

Business Name *

Contact Name *

Phone Number *

Email address *

What type of business do you operate ? *

Business Structure *

Sole Proprietor
LLC
Corporation
Partnership
other/not sure

Current Bookkeeping needs *

0-25
26-50
51-75
more than 75
Not sure

How many business and credit card accounts do you use *

1
2
3 or more

What Bookkeeping software do you use ? *

Do you need bookkeeping cleanup for previous months *

No my books are current
yes 1-3 months
yes 4-6 months
yes 7-12 months
yes 12 months or more

When would you like to begin *

As soon as possible
within 30 days
within 60 days
Just researching

How did you hear about legacy Luxe *

Anything Else we should know *

I understand the Essential Books package is $399 per month, with a $598 initial startup investment. Historical cleanup, if needed, is quoted separately. Submitting this form does not guarantee acceptance or a consultation. *

I understand

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