Sign-up Personal - Merritt Bookkeeping

First and Last Name:*

Email:*

Mobile phone #:*

How far back would you like us to update your books from?

As a reminder, our bookkeeping rate is just $190 per month, per company. If you are behind on your books, we reduce it to $140 per month for all catch-up months.

Month:*

Year:*

Please list all personal accounts that were open during the time period we will be doing your books.

The "Bank Name" should be the banking institution (such as "Chase") rather than "Visa" or "Mastercard".
If you list any accounts that are currently closed, type “(Closed)” after the bank name.
If you use Paypal you don’t need to put an account #.
If you have a debit card tied to a checking account, please list the checking account here, not the debit card.
If you have multiple cards under the same account, if you want us to track all subaccounts, list only the main account # as it appears at the top of the monthly statement. Otherwise, list the individual subaccounts separately.

Bank Name

Last 4 of Account #

Type

Bank Name

Last 4 of Account #

Type

Add new row

Please provide a credit card you would like us to bill each month.
Your card will not be charged until the work is finalized, and all money paid is fully refundable within 90 days of your first billing.

Name on card:*

Credit card number:*

Month:*

Year:*

CVV:*

Billing Zip Code:*

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