Service Selection Form

Welcome to the Alavita Service Selection Form! Take a moment to select the services that will help us tailor our discussion to meet your requirements.

Thank you!

Please enter your company name. *

Your name. *

Your email address. *

Your business website. *

Please specify the type of business you operate. *

eCommerce

Service-based

Land investing

Other Other

What type of service(s) does your business provide? *

Your number of term sales per month. *

Which platforms does your business use, Accounting, payment Gateways, and other apps? *

Please select the Accounting services you are interested in:

We align our work with GAAP and advantageous tax rules. Although we do not provide tax returns, we prepare the reports in accordance with the requirements of Tax Accountants.

Our Accounting Services include:

1099 Management and Reporting (including the collection of W-9s from qualified recipients, reporting and filing).

Payroll Administration (using Gusto, Homebase, JustWorks, ADP and others).

Sales Tax Returns (including preparing, filing, record keeping - US only)

Year end Accounting (including full review of the books, financial statements and other preparation for your CPA, and Year end adjusting entries).

Custom Bank Loan reporting (as part of loan requirement).

Convert QuickBooks Online to Xero

Clean up Accounting records due to incorrect practices from a previous firm

None. I'm not interested in Accounting services.

Please select the Bookkeeping services you are interested in:

We are experts in using Xero and QuickBooks Online for any size company for any kind of industry and know how to manage the integration of data from other apps.

Our Bookkeeping Services include: *

Full Monthly Bookkeeping Cycle: Bank Feed Reconciliation, Bank Reconciliation Reports, Monthly Closing entries, Financial Reports, Document Management, Client Support and Service Updates

Accounts Payable: Bill Entry, Bill Payments setup, Vendor communications

Accounts Receivable: Recording payments, reporting, research, and corrections, Statements for customers, Collection Policies, Customer Communications

Receipt Management: Filing to Google Drive, Managing HubDoc accounts, Managing Dext (formerly ReceiptBank)

Catching up: the bookkeeping for multiple bookkeeping cycles (no cleanup, see Accounting #6)

None. I'm not interested in Bookkeeping services.

Please select the Consulting Services you are interested in.

We provide comprehensive consulting to align the intentions of our clients with creating sustainable business growth. We have worked with many owners to resolve significant challenges and hurdles. We believe there is a solution to every problem, an approach that leads to success, stability, and growth. We bring our practical experience, intuition, and energy to each session, to arrive at realistic steps that work for you.

Our Consulting Services include: *

Monthly Financial Review Meetings: Review Reports; Discuss news and changes; Decide on Action steps

5 Element Cash Flow Management: We'll show you where and how to balance your money in and out; A proven system that organizes and tracks your cash flow to simplify management; Assurance that the money is always where it needs to be when you need it.

Financial Planning: Budgeting for prosperity, starting with what you need from the business; Yearly Budgets and Projections; 5 year planning

None. I'm not interested in Consulting services.

Do you have any additional comments or special requests regarding your service selections? *

Please book a call with Karen to further discuss your selections and your proposal.

Book an appointment with Karen using the booking calendar link:
Meet with Karen to discuss your requirements