REI Bookkeeping Client Questionnaire Packet

What You Get:

Our pricing formula breakdown for basic monthly bookkeeping
Our pricing formula breakdown for onboarding, setup & cleanup
Qualifying starter questions (the top 3 most important questions we think you should ask)
Pricing starter questions
How to implement it all

This pricing system for prospective REI clients has been tested for quite some time and works great for us. Pricing prospective REI clients is no longer a major task. This system really streamlines the pricing process and it can be accomplished very quickly now with this guide.

Choose a Pricing Option

$49.95

REI Bookkeeping Prospect Questionnaire Packet

Qualifying & Pricing

Take a page from our internal playbook with this REI bookkeeping prospect questionnaire.

In this PDF we give you the blueprint we ask our prospective clients AND our very own pricing formula we use to quote clients.

*This isn't a ready-to-use document but rather a step-by-step guide on how to set up your own custom questionnaire.