Let’s work together Interested in working with Specialized Management Service? Fill out some info and we will be in touch soon with your personalized quote! We can't wait to hear from you! Name * First Name Last Name Email * Phone (###) ### #### Preferred Start Date * MM DD YYYY What services are you interested in? * Bookkeeping Payroll Both What is the name of your business? * What services do you offer? * What type of bookkeeping software are you using? (QBO, Xero, etc) * If you have QuickBooks Online, which plan are you currently using? * N/A Simple Start Essentials Plus Other Are your books current or do you need catch-up assistance? * Is your business an LLC, S-Corp, etc? * How many bank, credit card, & line of credit accounts does your business have? * On average, how many times per month do you transfer funds between accounts? * Approximately how many transactions do you typically have each month? (Under 100, 100-300, etc.) * Do you invoice and pay bills through the system? * Are you looking for assistance with invoicing and paying bills or just reconciling accounts and categorizing transactions? * Do you sell physical products that require inventory tracking? * If you have inventory, how do you currently track it? * N/A QBO Spreadsheet Other If you have inventory, are you requesting help with setup, tracking, or reconciliation? * N/A Yes No If you have inventory, how many inventory items (SKUs) do you manage? * N/A 1-10 11-20 51-200 200+ If you are looking for assistance with payroll services? If so, who is your payroll provider? * N/A ADP QBO Gusto Other If you are looking for assistance with payroll, are your filings up to date? * N/A Yes No If you are looking for assistance with payroll, are you running payroll monthly or bi-weekly? * N/A Bi-weekly Monthly Other If you are looking for assistance with payroll, how many employees and subcontractors do you have? * Is there any additional information you would like to share or would like to inquire about? How did you hear about us? Option 1 Option 2 Consent for Communications By checking this box, you consent to receive communications from Specialized Management Service, LLC, including updates about bookkeeping & tax services and promotional offers. You may unsubscribe at any time. Thank you for your submission. 24-Hour GuaranteeWe strive to respond to all requests within 24 hours. Your time is important, and we're here to provide timely, professional support! Please be on the lookout for your customized quote via email. Specialized Management Service Privacy Policy
