Get a Quote | Salt & Sand Bookkeeping

Tell us about you

First name *

Last name *

Job title

Email *

Phone number *

How did you hear about Salt & Sand Bookkeeping? *

Who referred you?

Please describe

Tell us about your business

Business name (full legal business name) *

How many employees? *

Business address *

Business website

Briefly describe what your business does, and anything else you want us to know about it (history, ownership, etc.) *

What are your biggest pain points? (Why are you reaching out?)

Let's talk about what you need

What services are you looking for Salt & Sand Bookkeeping to provide? Check everything that applies — we'll only ask follow-up questions relevant to what you pick.

1099 prep / file Accounts Payable Accounts Receivable (client billing) Books catch-up / cleanup Monthly bookkeeping Payroll services (includes W-2/W-3 processing) Sales tax prep / filing W-2 / W-3 processing (stand-alone, if not requesting payroll services) Xero / QBO setup & configuration

Monthly bookkeeping options

How many total checking / savings / credit card / Zelle / Venmo accounts do you (or will you) have?

How many monthly banking transactions on average do you (or will you) have in total?

Bank / credit card / Venmo, etc. If you don't know, we can get this on our own once access to QBO/Xero is granted.

Do you (or will you) have any business PayPal accounts? If so, how many?

How many business loans do you (or will you) have?

Integrations & payment platforms

Do you (or will you) use Stripe or Square for your business? *

Do you (or will you) have any eCommerce platforms to integrate with your accounting software? If so, how many?

Do you (or will you) have any additional application integrations besides eCommerce or Stripe/Square? If so, how many?

Payroll & related services

Across how many states are your employees?

Do you currently use a third party or a software application to run payroll? If so, who or what?

Will Salt & Sand be replacing your third party / software, or coordinating with them?

1099 contractors

How many contractors do you have (or will you have)?

Do you want us to prep and file, or just prep?

Accounts receivable

How many invoices do you send to your clients per month on average?

If you don't know, we can get this on our own once access to QBO/Xero is granted.

Accounts payable

About how many vendors do you receive bills from per month on average?

If you don't know, we can get this on our own once access to QBO/Xero is granted.

Sales tax

How often does sales tax need to be filed? (annually, quarterly, etc.)

For how many states?

Software billing

We may be able to get you discounts on your accounting software. If you'd like Salt & Sand to take over billing for your accounting software, let us know which product and tier below. If you're looking for new or replacement software, tell us in the notes and we'll follow up to size the package properly.

QBO (Simple Start / Essentials / Plus / Advanced) · QBO Time (Premium / Elite) · QBO Workforce (Core / Premium / Elite) · Xero (Early / Growing / Established) · Xero Inventory Plus · Gusto Payroll (Simple / Plus / Premium)

Which software? (check all that apply)

Which tier / support level?

Anything else about your software setup?

One-time / project engagements

Catch-up: if your books are generally organized but you've fallen behind — a few months or more of unrecorded transactions — catch-up services get you current. Cleanup: if you're up to date but your books are incomplete, inconsistent, or don't make sense anymore, cleanup is where we start. Answer whichever applies (or both).

How many months will we need to clean up or catch up?

If unsure, go back to the last time taxes were filed — e.g. if you paid 2025 taxes, we'd start from Jan 1, 2026.

If you need catch-up services, how would you describe your books right now?

If you need cleanup services, how would you describe your books right now?

Almost done

Anything else you'd like us to know?

Thank you!

Your quote request has been received. Shannon reviews every submission personally and will follow up within one business day.