Workhorse Financials — Equine Quote Builder

Client Info

Business / Client Name

Date

Business Structure

# of Active DBAs / Entities One legal entity with multiple DBAs still counts each active DBA (affects QBO class tracking & setup). Overall Complexity Transaction volume, number of accounts, cash handling, inventory, payroll, etc.

Books Assessment

Include Books Assessment ($150 flat — credited toward first month if signed within 30 days)

QBO Setup

Include QBO Setup (uncheck if client already has an active QuickBooks account)

Base fee covers 1 entity. Add-on applies per additional active DBA (class tracking, Plus tier).

Cleanup / Catch-Up

Every project starts with a Books Assessment or free discovery call. Pick the bucket that matches how far behind the client is — adjust the price up from "starting at" if their volume/condition warrants it.

Simple Cleanup — 1–3 months behind
Single account, low volume, minor categorization cleanup

Moderate Cleanup — 4–8 months behind
Multiple accounts, moderate volume, some reconciliation issues

Complex Cleanup — 9–12+ months behind
High volume, multiple entities, prior bookkeeper errors

Multi-Year Rescue — 2+ years behind
Extensive backlog, tax deadline pressure, books in disarray — custom quote

Confirmed catch-up price Editable — bumps up from "starting at" based on actual volume/condition. 50% deposit due to start, 50% on completion.

Ongoing Retainer

Service Tier

Equine Pro — starting at $300/mo
Solo mobile providers — farriers, bodyworkers, dentists, haulers

Small Scale — starting at $400/mo
Small hobby farm or single-horse operation, 1–2 revenue streams

Working Barn — starting at $650/mo
Active boarding/training/breeding, multiple revenue streams, 1+ employee

Full Operation — starting at $1,000/mo
Multi-location, breeding + sales/show circuit, several staff

Confirmed monthly price

À La Carte Add-Ons

Payroll — starting at $100/mo

AP/AR Management — starting at $150/mo

Financial Reporting — starting at $75/mo

Rate settings (adjust your defaults)

Books Assessment fee

QBO Setup — base fee

QBO Setup — per extra DBA

Catch-up — Simple starting price

Catch-up — Moderate starting price

Catch-up — Complex starting price

Retainer — Equine Pro starting price

Retainer — Small Scale starting price

Retainer — Working Barn starting price

Retainer — Full Operation starting price

Add-on — Payroll starting price

Add-on — AP/AR starting price

Add-on — Reporting starting price

Quote Summary

Books Assessment

QBO Setup

Cleanup / Catch-Up

Due Today — Assessment + Setup + 50% Deposit

Ongoing Retainer

Add-ons included

Reset quote