GET ORGANIZED
IF we decide to work together here is the infomatinon I will need from you!
What version of QuickBooks do you have (if any)?
Bank accounts used (including credit cards and other).
How do you organize receipts/financial documents?
How many employees do you have (if any)? Which payroll service do you use?
Is there anything unique about how you’d like your P&L organized (pre-set accounts, classes, tracking jobs, etc.).
How do you prefer I communicate with you (text, email, call)? Would you prefer a monthly phone call or questions as they come?
What is the biggest challenge in your business right now?
Getting Started
$50/HR
Meet to discuss type of business and accounting system
Start or take over QuickBooks file
Organize & input existing transactions to current date
Ongoing Books
Agreed-upon Monthly Rate
Download & Categorize monthly transactions into QuickBooks
Email monthly financial statements to client
Monthly correspondence regarding financial status
Serve as liaison between client & accountant throughout year
Add on services
Price Varies
Optional add-ons include invoicing, bill pay, income categorization, etc.