Back-Office Services

New Client Intake Questionnaire

Let's get your back-office systems streamlined, integrated, and optimized. Complete the form below and we'll deliver your custom proposal within 24 business hours.

Back-Office Intake Questionnaire

Fields marked * are required.

Ongoing Monthly Investment

Professional Management FeeFrom $299.00 / mo

Wholesale Software Pass-ThroughAt cost (QBO + Gusto)

Your exact management fee is determined by your account volume and workforce size. We'll confirm your tier in your custom proposal.

General Business Profile

Legal Business Name*

Contact Person*

Title (optional)

Email Address*

Entity Type*

Sole Proprietorship / Single-Member LLCS-Corporation / PartnershipC-CorporationNon-Profit

Bookkeeping Scope & Volume Assessment

Payroll & Workforce Scope

Number of W-2 Employees*

Number of 1099 Independent Contractors*

How frequently do you pay your team?*

WeeklyBi-Weekly (every two weeks)Semi-Monthly (e.g. 1st and 15th)Monthly

Software Ecosystem

This helps us identify your wholesale discount opportunity.

What software do you currently use for accounting?*

QuickBooks OnlineWe can seamlessly take over billing to apply your wholesale discountQuickBooks Desktop / Xero / OtherNone / Excel Spreadsheet

What software do you currently use to process payroll?*

GustoADP / Paychex / QuickBooks PayrollNone / Manual processing

One-Time Implementation & Setup

Select the onboarding option that fits your business's current financial health.

Option 1: Full Back-Office Integration & Alignment Fee$299.00 (One-Time)

Best for: Businesses transitioning from a different system, or those that need a professional eye to review, clean up, and correctly bridge their accounts.

Covers: Complete Chart of Accounts mapping, historical compliance audit, Oregon local tax portal configuration (Frances Online, TriMet, Metro SHS), migration to PCS wholesale rates, and a 3-month past diagnostic review.

Option 2: "Clean Books" Setup Fee Waiver$0.00

Best for: New businesses with no historical data, or established businesses whose books are 100% current and reconciled through the previous calendar month.

Note: If upon initial review we find significant transaction backlogs or un-reconciled ledger variances, we will pause and provide a separate "Catch-Up Clean" project quote before launching ongoing services.

Optional Add-On: Accounts Receivable (AR) & Invoicing

Accelerate your cash flow. Let our team handle your customer billing, payment link configurations, and automated payment reminders — including instant automated receipts the moment a client pays.

No thanks — I'll handle my own customer invoicing

Starter Invoicing Tier — +$99 / month

Up to 10 customer invoices drafted and sent per month. Best for general contractors, consultants, and service providers with a few core accounts.

Growth Invoicing Tier — +$199 / month

Up to 25 customer invoices drafted and sent per month. Best for boutique agencies, specialty local shops, and growing subcontractors.

Professional Invoicing Tier — +$349 / month

Up to 50 customer invoices drafted and sent per month. Best for high-volume service companies, commercial cleaners, and local fleets.

Custom High-Volume Invoicing — Contact us for a quote

50+ customer invoices per month, custom time-tracking logs, or specialized progress billing requirements.

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