- Get all supporting documents together like bank statements, check register or journal entries, deposit records, receipts, etc...
- Make notes on the natures of deposits and costs and how they did or did not relate to your business or personal expenes.
- Email merebekah@yahoo.com with any particular questions you may have, or feel free to call (205) 400-3152 to discuss your bookkeeping needs.
Examples of Questions You May Be Asked During Consultation:
- What type of business
- How long have you been in business?
- What is your current bookkeeping system?
- What are you looking for?
- How often do you need someone?
- How will work be received?
- Will it be okay to contact your CPA during project?
- Do you have employees, and if so, how many?
**Payments must be made in full for each completed portion of completed assignment before any files or reports will be provided to (Contractor) Client.
** Pay in advance to receive 20% off final balance due. **33% retainer is required of all clients before bookkeeping services may initially be rendered.
** Pay in advance to receive 20% off final balance due. **33% retainer is required of all clients before bookkeeping services may initially be rendered.
Ways to Prepare for initial consultation:
Click the following links to view samples of reports and activities that can be performed or generated using
QuickBooks softwares: Paycheck Preview, Enter a Bill, Customer List by Sales, Profit and Loss, Set Up Reminders,
Timesheet Entries, Transaction Detail By Account, Sales By Customer Report, Job Estimate vs. Actual Details for Job
QuickBooks softwares: Paycheck Preview, Enter a Bill, Customer List by Sales, Profit and Loss, Set Up Reminders,
Timesheet Entries, Transaction Detail By Account, Sales By Customer Report, Job Estimate vs. Actual Details for Job
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