We enjoyed meeting you and look forward to learning more details of what we will be working on. Please share some volume-based data below which will help us prepare your proposal. Ballpark as best as you can. Please contact us if you have any questions about what we are looking for below. 

Please include Legal Name plus any active DBAs.
Number of bank accounts we would need to reconcile. Include checking, savings, PayPal and any other cash assets. Please include bank names so we can investigate feed capabilities.
Number of credit cards we would need to reconcile. These should be cards under the name of the business. Please explicitly note if a card is personal and is being used for business.
Approximate number of manual checks cut per month.
Number of employees you W-2 at year-end.
Number of Contractors you 1099 at year-end.
Who is your payroll provider (if any)?
Rough estimates of annual revenue for the current year and the following year.
Describe the nature of the deposits we will be reconciling. Please include approximate breakdown and volume. e.g. 50% (about 30 / month) are Checks deposited by admin personnel, 25% come through Stripe, the rest are international wires (around 10-15 / month).
Approximate number of active customers.
Approximate number of active projects being worked on by the team at any given time.
Is there any additional information we should know that we didn't ask?