business bookkeeping€¦ · the proposal for bookkeeping, payroll & tax services if you are...

Business Accounting

Proposal

Neque porro quisquam est qui dolorem ipsum quia dolor sit amen

It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal fact that a readerdistribution of letters, as opposed to using ‘Content here

PROJECT ID#951

Business Bookkeeping

Linkedin Proposal

TAKING AWAY THE HASSLE OF KEEPING YOUR BOOKS

PAPERWORK - AAAAARGHHH...Every business owner hates bookkeeping and paperwork (unfortunately) it has to be done. And it has to be done in a prescribed format...otherwise the Tax Man will be on your door steps. And when done accurately it provides the crtical financial information, key performance indicators and aids in making informed decisons your business needs to grow and remain profitable

PROJECT ID#957

ISSUED DATE: January 27, 2017

VALID THRU DATE: February 4, 2017

ACCRUE| 2500 City West Blvd, Suite 300 | Houston, TX | 866- 437-7769| www.accruebookkeeping.com

TheSolu)onIfyouarejuststar)ngoutinyourbusiness,engagingabookkeepingfirmprovidesyoutheopportunitytogain

accesstoservicesbyqualifiedspecializedadvisorswithouttheburdenofhavingtohiremorepeopleandrunningafull)mebookkeepingoffice.Andincaseyoualreadyhaveanestablishedfinancialservicesdepartment,outsourcingpartoftheworkcanhelpinreducingandmanagingtheworkloadtoincreaseefficiencybyredeploy

youremployeesfromacostcenterperspec)vetobecomingaprofitcenteraccordingtoarecentes)mate,outsourcingyourbookkeepingworkcanhelpreduceyourbusinesscostsbyasmuchas40percent.Hiringaspecialistbookkeepingfirmdoesnotonlyhelptobringthecostsdowninrunningyourbusiness,butitalsoprovidesyourbusinesswiththebenefitofanefficientandexperiencedbookkeeping,payrollandtaxserviceoncall.TheboHomlineisthatitsavesyouthe)meandeffortofporingoverfinancialmaHersandleavesyoufreetofullyconcentrateonrunningandgrowingyourbusiness.

MISSION: TARGET PROFITS

MISSION: TARGET PROFITS The primary mission of every business is to increase the amount of profits payable to the owners


THE PROBLEM OF STARTING OR RUNNING A GROWTH ORIENTED BUSINESS

ACCRUE ™ - Bookkeeping, Payroll & Tax

Pay

Where is your

bookkeeping for

the Taxes? Have you paid

your Payroll

Taxes We Owe Your

You Owe Us and you

are behind paying us

“IT’S ALL ABOUT PAYING BILLS &

COLLECTING MONEY”

Se#ng up a small or medium enterprise involves mul3ple challenges. One suchchallengerightatthebeginningofthecompanyforma3onisse#ngupasoundandreliableaccoun3ngdepartment.Accoun3ngisafunc3onthatformsthecoreofanybusinesssetupacrossalltradesandlinesofbusiness.Everybusinessmustdealwith accoun3ngand the annual compliance requiredbylaw.Businessdecisionsrelyheavilyuponthefinancialinforma3onatallstagesfromplanning to execu3on. Efficient bookkeeping and financial controls ensures thebusinessrunssmoothlyandsimilarly,allfuturegrowthispossibleonlyifthebooks

areinorder.Data,statementsandprojec3onsareallvitalfinancialfiguresforwhichevery entrepreneur must have ready and around the clock access for soundbusinessperformanceanddecisionmaking.

Bank

Overdraft

ACCRUE™ - THE OPPORTUNITY Apart from hiring and se1ng up anaccoun4ng department, modern businessclimate offers you the choice to hireprofessional and experienced bookkeepingou<itsforanaffordableprice.Bookkeepingfirms thatoperate asoutsourcepartners provide reliable financial services atrela4velylowercostsandgiveyouthebenefitof sound and efficient accoun4ng systemswithout the headache of running a fulldepartment.ThequalityofworkandtheexperiencemadeavailablebythesebookkeepingfirmstotheirClients may otherwise be unaffordable andoutsidethereachofmanysmallerbusinesses.

95% 85% 70%

Reporting

Communication

Marketing Compliance

Customers

Growth

Point of Sale

Efficiency

Profit Target


ACCRUE™ - Bookkeeping, Payroll & Tax The Proposal For Bookkeeping, Payroll & Tax Services

If you are setting up a new business or simply thinking of a restructuring to minimize losses and increase efficiency and profitability, you need to take a serious look at our services.

Bookkeepingincludestheday-to-daybusinesstransac6onslikecustomerpayments,bills,invoices,billpayments,disbursementsandwithdrawals.WemaintaingeneralledgersforAccountsReceivable,AccountsPayableandallcashaccountsandproduceweekly,monthly,orquarterlyreportsaccordingtotheclients’preferenceandpackageselec6on.Payrollandtherelatedac6vi6eswithtaxcalcula6onarealsopartofourporDolioofsolu6ons.Ourrepertoirealsoincludespreparingperiodicanalysisreports,trialbalance,bankreconcilia6onsandtakingcareofyourgeneralbookkeepingneeds.OutsourcingyourworktoAccrue™-Bookkeeping,Payroll&Tax:meansemployingaholis6cbookkeepingfirmwhichcanhelpyoumeetyourobjec6vesandmaximizeyourprofits.Ourgoalsareto:*Providereliable,efficientandexperiencedbookkeepingsupporttoyourbusiness*Ensuresoundfinancialadvicebasedonregularmaintenanceofyourfinancialdata*Contributetowardslong-termandsustainablesuccessofyourbusinessbykeepinganeyeonwhatisgoingonandhowitwilleffectyourprojec6onsandperformancewithregularappraisals,financialanalysisandprepara6onoffinancialreports.

Thecornerstoneofourbusinessphilosophyisextensiveandcon6nuedcommunica6onwithourclients.Wekeepourclientsintheloopatallstagesofourbookkeepingprocedureswithregularreportsfortheclient’srecords.


YOU KNOW YOU HATE IT

Most self-employed bookkeepers will quote you an hourly rate. In fact, the Institute of Certified Bookkeepers reportedly that the average bookkeper charges $35 per hour.

We think that’s unfair.

Firstly, an hourly rate means you have no idea how long your job will take and therefore, how much it will cost you until after the work is completed and billed. Secondly, if we make mistakes or take longer than it should, you pay more.

A far better option is to employ a bookkeeper to get the job done properly. Unfortunately full-time qualified bookkeepers typically average cost is $41,207 per year (Source: Payscale.com), together with all the other associated costs and hassles of having more employees

That doesn’t seem right to us...it’s certainly not very fair!

So what we have doen is developed a FIXED PRICE (based on your particular circumstances and on what you are doing to make your business more successful). That way you can budget and plan. And if we are slow and the work takes us longer, that’s our problem, not yours, you don’t pay a dime more in costs! We take all the risk!.

So why not let us take away all that hassle, so you can spend your time with the people you love and doing the things you really enjoy?

We also take things a step further, we don’t just do the bookkeeping, we also offer a cloud accounting service with real-time access.

A SILLY WAY TO PRICE


QUARTERLY REVIEW PROCESSYou need to know the key numbers. We can help your run your business more efficienty & more profitability. Each quarter we will supply you with:

A Quarterly sales ledger report showing you exactly how much money your customers owe you and how long those debts have been outstanding. This report will help you to keep on top of the clients who owe your money and are draging their feet on paying you. Also by being mindful of your outstanding receivables you will be able to put more cash into you bank account.

A Quarterly purchase ledger report showing you how much money you owe others.

A Quarterly view of your reconciled account summary that will include a year-to-date total for each category of income and expenses, and most importantly, your proft for the year-to-date. As a business owner you need to know what is going on and how to make the right types of decisions.

A Quarterly view of your reconciled accounts

A Quarterly view of your sales ledger report

A Quarterly view of your purchase ledger

A Quareterly view of your cash flow

A Quarterly view of your key ratios

A Quarterly view of your KPIs


ABOUT US

Integrated Tech Mobile Capture

ACCRUE - Bookkeeping, Payroll & Tax

As your bookkeeping needs will continue to grow with your business, you need to pay careful attention to a not implementing a long-term and viable cash flow solution for your business.

Did you know that an independent bookkeeper can save you hundreds of dollars per month on Payroll Taxes, Workers’ Compensation and lost productivity. Hiring even a part-time bookkeeper and placing them on your payroll is not always the most cost effective way to get your books done.

Bookkeeping & Accounting is difficult. That’s why there are bookkeeping firms. That’s why there are professsional organizations such as, the American Institute of Certified Public Accountants (AICPA), Xero, Quickbooks Pro, and Certified Bookkeepers. And because everyone hates bookkeeping - you’d much rather be out there making more money from your business then learning my business.

Most people end up doing it in the evenings or coming in on the weekends to get caught up.

Yet, shouldn’t evenings and weekends be spent paying with your kids, spending time with your friends and loved ones, or out on the golf course relaxaing?

What if you could gain back that time?


OUR PAPERLESS PLATFORM

MEET THE FOUNDER

Process, Procedures, Controls & Projections Grow Businesses

Masters in Tax Planning & Consulting (MsTAX), became a Certified Public Accountnat (CPA) in both Texas & Washington, DC, was Accredited as a Personal Financial Specialist (PFS), became licensed as a Certified Financial Planner (CFP), and was the first CPA certfied as a Certified Crowd Funding Professional (CCFP).

He quickly understood that to be successful in business you would need to have the right type of education, the right type of training, and the right type of mentors to guide you along the way.

Michael JP Fitzgerald first entered the business orld as an enlisted soldier, fighting to make ends meet for his family. One night while unable to sleep he made the decision that he would get the education,

skills, and experience to be able to use hwat he had to get what he wanted. Using all the money he had left, he started on this journey through accelerated education. It worked. After learning the hard way, that is not what you make, but what you keep that really matters, Michael began his career with a

Associates, Bachelors & Masters in Accounting

Thousands Hours of Professional Education

Certified Public Accountant (CPA) - (Texas)

Personal Financial Specialist (PFS) - (AICPA)

Certified Financial Planner (CFP)

Certified Crowd Funding Professional (CCFP)


THE BENEFITS OF OUR REAL TIME INFORMATION SYSTEMBusinesses Need Help Generating More Clients & More Cash Flow If they want to continue to grow

IReduced accounting fees, becuase it easier for us to produce end-of-year accounting reports

and tax integration

Being able to sleep at night knowing your sensitive information is always secure and

backed-up automatically.

We use an industry-leading accounting system giving you instant access to information in real

time. Allowing you to know how to attract more customers to create more cash flows

Since we can access your data 24/7, you get more value from us - we can help you run and grow your business rather that just adding up

your monthly numbers.

Transaction Capture

Review What Is Going On

Know Your Business

Help Your Grow

FREE BOOKKEEPING: FOR BUSINESS OWNERS WHO HATE BOOKKEEPING...One of the things our clients love about our “Full” and “Premium” cloud bookkeeping services is this; once we’ve completed your bookkeeping and paperwork for the year, we will prepare your end-of-year reports free of charge. So what doest it all cost? Much, much less than the $41,000, you would need to pay for a full-time

Many cloud accounting systems now integrate with other solutions. There are systems that allow you to photograph receipts with your smart phone and enter them directly into your bookkeeping system; never worry about losing that parking receipt again. You can integrate online payments with direct debit systems. You can integrate with payroll systems. Stock and inventory systems, customer invoice management. The list goes on…but we’ll simply leave it for you to decide which solution would help eliminate the hassle of keeping and managing your own books.


HOW YOU BENEFITFor a small fixed monthly payment, you will benefit from each of the following:

24/7 access to up-to-date financial information and reports from any device with any internet connection (you can access your numbers with your smartphone or tablet).

Up-to-date - Real time accounting means your records are always completely up-to-date, making it easier for you to make the right decisions and run your business more profit.

Since we can access your data 24/7 you get more value from us - we can thne help you run and grow your business, rather than just add up the monthly numbers. We can be there to support your key decisions.

BENEFIT: ONE

BENEFITS: TWO

BENEFIT: THREE

ANY TIME ACCESS TO YOUR DATA

UP-TO-DATE INFORMATION

BUSINESS LEVEL SUPPORT



The system allows you to emdody payment methods directly into your invoices. For example, click and pay to drive quicker collections of money owed to you. It makes it so much easier to get paid, reducing your bad debts and slow payers by putting more cash into your bank account.

Your bank accounts can feed directly into the system, which keeps your accounting up-to-date and fully reconciled with your bank...this feature will save you a significant amount of overdrafts and excess interest expenses.

One of the most popular features is the “Financial Dashboard”; a fully customizable screen showing you the key financial information you need to run your business. You’ll come to rely on this “Financial Dashboard” just as much as you rely on the dashboard in your car while driving along..

BENEFIT: FOUR

BENEFIT: FIVE

BENEFIT: SIX

QUICKER CASH COLLECTIONS

AUTOMATIC PRICING

FINANCIAL DASHBOARD



At the touch of a button you can get instant reports on your business. We have build the system to help you answer the questions to move your business in a more profitable direction, through the use of our instant reporting functions. Why wait on the information, when you can have it in real time..

Being able to sleep at night knowing your sensative financial data is always secure and backed-up automatically. Knowing that your sensitive financial data is only accessed by those who you want to have access.

No system downtime, because all software upgrades automatically install in the background. This worry free maintenance save you time and most importantly hassle. That is one less thing to worry about in the running of your business.

BENEFIT: SEVEN

BENEFIT: EIGHT

BENEFIT: NINE

INSTANT REPORTS

SECURITY INTERFACE

MAINTENANCE FREE



Reduced bookkeeping fees, because it makes it easier for us to produce your end-of-year account statement. We are able to keep an eye on what is going on to help guide you into making better decisions in the management and cash control of your business.

Fast, simple customized sales invoicing will make your life simpler. And the facility for emailing of invoices, with the option to attach a statement at the same time makes it easier to manage your sales and get paid faster..

As well as helping you, our system makes our lives much easier than traditionl accounting or bookkeeping, making it easier for us to pass onto you the cost savings, (i.e., we will pay the monthly fee for th system on your behalf ). We will easily show you how to capture and report your transactions.

BENEFIT: TEN

BENEFIT: ELEVEN

BENEFIT: TWELVE

LOWER PROFESSIONAL FEES

EASIER INVOICING

FREE SOFTWARE & TRAINING


SETTING UP YOUR CLOUD ACCOUNTING SYSTEMA cloud accounting system will make your life much easier, if do not currently have a cloud accounting system, you can have one for a one-off payment for as little as $550 plus taxes.

Quarterly online (“Virtual”) business review meetings

Every three months we will have a 45-minute meeting. This meeting will take place online (which means there is no need for you to travel). In this business review meeting we will discuss your latest management information and how you can use the numbers to keep your business going in the right direction.

Accruals are adjustments for revenues that have been earned but are not yet recorded in your accounting records and expense which have been incurred but not yet recorded in the accounts. Prepayments are when you have paid for something that relates to a latter period.Accruals and prepayments need to be added via adjusting journal entries, so that the financial statements report these amounts.

25%Providing you piece of mind with money saving, tax strategies and financial best practices to make better decisons within your business

PIECE OF MIND

65%Reduce wasted time,

wasted non-profitable effort and focus on

increasing your wages

CLARITY OF PURPOSE95%

With the righ tools at your disposal, imagine what

you could accomplish right now

PROPER ASSISTANCE


POSTING OF ALL FINANCIAL TRASACTIONSWe take over the headache of having to figure out how to run your business and deal with all the compliance issues.

FASTER INFORMATION

We will post all of your following financial transactions on a weekly basis, through quick data capture, direct coding, three level review, and process intelligence, we will show you a better way to grow:

Posting all of your business bank transactions - we will post all receipts and payments for all business bank accounts, including: any PayPal Accounts. Posting purchase invoices and expenses - we will post expenses to the correct expense code, enabling you to obtain relevant financial information about your business and to streamline your compliance reporating requirement with the Internal Revenue Services (IRS).

Capture Transactions Review Transactions Review Operations Review Reports

Recording cash transactions - we will post all cash transactions where you have proper cash receipts.

Credit card transactions and reconciliations - we will post all transactions on your business credit cards and reconcile the clsoing balance each month.

Completeing payroll journals - if you ran payroll during the period, we will post the correct journals each month.

BETTER SERVICE OPTIONS

100%


OUR FEATURESThe goal in any accounting system, would be to get you paid faster

Making adjustments for any foreign currency transactions - foreign transactions are complicated because you either have to deal with exchange rate conversions or accounting for finance fees on each foreign currency receipt or expense. But don’t worry, we’ll sort that out for you.

IRS COMPLIANCE

Easier InvoicingFast, simple, customized sales in-voicing will make your life simplier. And the ability to email invoices, with the option to attach a state-ment at the same time makes it so much easier to manage your sales and get paid faster.

These postings will ensure that everything is posted to the correct place, which makes your financial records accurate and reliable, enabling you to make important fianancial decisions about your business. And of course, you can sleep at night knowing your financial records comply with the Internal Revenue Code.

Internal Revenue Service can chage you a penalty and interest, if your records aren’t accurate, complete, and readable. You may have to pay interest and penalties if your figures turn out to be wrong and you haven’t paid enough tax.

15% 25% 45% 35% 55% 75% 85% 100%


CARRYING OUT MONTHLY RECONCILIATIONSReconciling your bank accounts on a regular basis is critical. When you go into financial statement close process. If this doesn’t reconcile, your accounts will be wrong.

Know exactly what you owe Know exactly who owes you

MONTHLY PURCHASE RECON MONTHLY SALES RECON

Your monthly purchase ledger reconciliation, so you know exactly wht you owe and to whom at any point in time to your suppliers, vendors and credit card companies.

Know how much you owe in sales taxes

MONTHLY SALES TAX RECON

You monthly, Sales Taxes reconciliation, to make sure you Sales Tax records are in compliance and the proper documentation and calculations are inplace.

Your monthly sales ledger reconciliation, so you know exactly who owes you and how much they you and for how long. It is key to minimize the opportunity to collect cash as fast as possible.

Know how much cash you have

MONTHLY CASH RECON

Your monthly cash & cash equivalent account reconciliation, so you know exactly how much cash you have on hand for future costs and owner disbursements.


END-OF-YEAR PROCESSING

PAPERLESS PROCESS

PAPERLESS EXPENSE AND RECEIPT PROCESSING$1.5 Million A Year Furniture Retail Company

PROJECT DATEJanuary 2017

PriceFrom $350 Per Month

TypeBusiness Bookkeeping, Payroll & Tax

TimeMonthly Updates

At the end-of-the year, as soon as we have completed your reconciliations, we will provide you with an annual Trial Balance, which can then be imported and used in the completiong of your year-end financial statments (if a compliation is required, a seperate fee will be applied).

We recommend a system that will remove the adminstrative burdens of bill payment, invoicing, and receipt imputing that is placed on small businesses. It makes the gathering, storage and processing of receipts and invoices easier.

The system will make your life easier and remove the clutter by having to file paperwork. Instead you well be able to directly upload either by taking a picture or by running it through the scanner or digital sender. Let me explain one of the most popular features of the system...

Every time you get an invoice or cash receipt (for example, a paid parking ticket, plane ticket, gift card, etc.), all you need to do is take a photo with your smartphone or tablet. You can then throw that piece of paper away!


ACCRUE™ A PLATFORM BUILT FOR WAGES

FULL MANAGEMENT REPORTING EVERY MONTH

Because it is so important to know how your business is

performing, we will produce a full report every month.

- Your profits for the month, compared against previous months.

Determine if you are heading in the right direction.

PRECISION ACCOUNTING WITH ACCRUALS AND PREPAYMENTS

Accruals are adjustments for revenue that have been earned but

are not yet recorded in your accounting records and expenses

which have been incurred but not yet recorded in the accounts.

Prepayments are when you have paid for something that relates

to a latter period.

MAINTAINING YOUR FIXED ASSET REGISTER

A fixed asset register is an accounting method used for major assets (ie., cars,

office equipment, machinery, commercial & rental properties. Maintaining a

register means you can keep track of your major assets, keep track of their

values, and make the production end-of-year statement adjustments much

easier. For example, as part of this service, we will calculate your depreciation.


25%

Profit & Loss Statement

Your profits for the month compared

with previous month, which means

you see at a glance if your business

is going in the right direction.

25%

How much you owe suppliers, vendors, and credit card companies

Your purchase ledger report shows

you how much money you owe to

your suppliers, vendors, and credit

card companies.

25%

Breakdown of each category

A detailed breakdown of each

category of sales and expenses

together with the corresponding

figures for previous months, so you

can see at a glance the key trends.

25%

How much money your customers owe you

Your sales ledger report showing

you exactly how much money your

customers owe you and how long

those debts have been outstanding..

FULL MANAGEMENT REPORTING - EVERY MONTH

Because it is so important to know how your business is performing, and to help you, we will produce a full report

every month, which will include:

In addition, we will set up your Financial Dashboard; a fully customizable

screen showing you the key financial information you will need to run your

business in a more profitable manner. You’ll come to rely on the Financial

Dashboard, just as much as your rely on the dashboard in your car while

driving.

This report will help you to keep on top of your outstanding customer

balances and put more cash into your bank accounts.


PAYROLL & PAYROLL TAX PROCESSING

COLLECTION AND PAYMENT

PROCESSING SERVICES

ENHANCED CREDIT CONTROL

EQUITY & DEBT FINANCING &

INVESTING OPTIONS

FULL COMPANY HUMAN

RESOURCES

INVENTORY CONTROL

POPULAR ADD-ONS

BUSINESS&PERSONALINCOMETAXPLANNING,

PREPARATIONAND

REPRESENTATION

$450

FULL

BUY NOW

! Credit card transactions and

reconciliations ! Completing the monthly Sales

and Purchase Ledgers ! Completing the monthly Sales

Tax reconciliations

Per Month

$350

ENTRY

! Supply of technology for your

paperless expense and receipt

processing system

! Posting all business bank

transactions ! Completing the monthly bank

reconciliations

Per Month

$550

PREMIUM

! Completing the Payroll Journals

! Maximize your Tax Deductions* ! Making adjustments for any

foreign currency transactions

Per Month

$750

GROWTH

! Unlimited email and telephone

support

! Basic management reporting

every month

! Expense monitoring and advice

Per Month

Fixed Fee Bookkeeping & Consulting Services Built Around Your Businesses’ Needs ACCRUE™ CLOUD BASED ACCOUNTNG SYSTEM

From From From From

BUY NOW BUY NOW BUY NOW

! Debt monitoring

! Business & Individual Tax

Consulting, Preparation and

Representation Included

! Completion of Sales Tax Forms

! Full management reporting

every month

! Your holist cloud financial

system ! Quarterly online (“virtual”)

business review meeting

! Weekly reports on your key

numbers

! Enhanced Credit Controls ! Completion of annual reporting


Friendly Partnership “Always Remember, Without A Plan, Its Just Luck!”

GETTING STARTED Rightfromthebeginning,ourexpertscarefullyassessyourbusinessesneedsaccordingtothenatureofyourcompanyandsuggesttheservicesmodelbestsuitedtoyourrequirements.Theworkplanisfinalizeda@erextensiveconsultaAonwithyouandasecurecommunicaAonchannelissetupbetweenourtwocompanies.UsingthelatesttechnologyandestablishedvirtualcommunicaAonarrangements,wemakesuretheclientshavetwenty-fourhouraccesstotheirdatawithintheirsecureportalmanagedbyourcompany.PeriodicreviewoftheservicesandclientfeedbackisanessenAalfeatureofourworkplanwhichensuresthatweremainefficientbookkeeping,payrollandtaxContactusVisithHp://www.accruebookkeeping.comCall1-866-437-7769WritetoAccrue-Bookkeeping,Payroll&Tax2500CityWestBoulevard,Suite300Houston,TX77042

“One of the most important financial

ratios - Debtor Days Outstanding”

It’s a number you should measure and monitor.

We will monitor this for you and if we see a

substantial change in the wrong direction, we

will give you a call to make sure you were

aware and offer some suggestions for getting

this key ratio back under control.

1 0 0 %

9 0 %

7 0 %

5 0 %

3 0 %

1 0 %

1 0 % 2 0 % 3 0 % 4 0 % 5 0 % 5 0 % 7 0 % 8 0 % 9 0 % 1 0 0 %

ACCRUE™ CREDIT PERFORMANCE Cash is king in business. And a key part of cash management is keeping the outstanding debts in control (i.e., the amount of money your customers owe you)

Business Bookkeeping “Always Remember, Without A Plan, Its Just Luck!”

Linkedin Proposal

Any business new or old, big or small needs efficient bookkeeping services to sustain and grow. Having your bookkeeping in tip-top shape all year long is a remarkable achievement that can help your busi-ness function smoothly and provideds the grounds for making better, more informed decisons. If this sounds like something you would be interested in we can quote out exactly your specific needs. Our programs are tai-lored for you to pick out which services you want us to do and which services you would prefer to do yourself. This way you can build our services around your budget and know exactly how much your are spending on a monthly basis. This will help with your compliance requirements and also by creating piece of mind.

ACCRUE2500 City West Boulevard, Suite 300

Houston, TX [email protected]

Tel: 1-866-437-7769Fax: 1-866-381-2198

PROJECT ID#957


ACCEPTANCE OF QUOTEYour fixed monthly pricing is fully inclusive of unlimited email and telephone support and advice for ad-hoc matters relating to bookkeeping for your company.

Ramon R. Grado, Jr.

1701 Tremont Ave, Fort Worth TX 76107-3953, 817-9172578, [email protected]

A Quarterly view of your reconciled account summary

*Tax Services are billed as an add-on, or they are included at Premium and above packages

Total Per Month: $350.00

A Quarterly view of your sales ledger report summary

A Quarterly view of your purchase ledger report summary

12 weeks than adjustment review - Entry Package

01/26/2017

$150.00

$100.00

$100.00

Client Name: Ramon Grado Project Due Project Date

Project Id: 507

Proposal Date: January, 26, 2017

BASIC MANAGEMENT REPORTING EVERY QUARTER, BOOKKEEPING 90 DAY REVIEW & ADJUSTMENT

This means that you can call us at any time knowing that you will never be charged for our time or advice. So, I hope you will feel free to speak to us whenever you need us, without having to worry about the cost. We are here to help you gain control of your business and its growth options.

Project Code #507

Sign here to approve Date

Payment Method Terms

Accrue - Bookkeeping - Entry Package Selection - 90 Day Review

Paypal

Bank:.

Call us:

Account Num: ___________

Routing Num:___________

1-866-437-7769


Expense monitoring and advice - Managing the costs for any business is so important to your success. We will work with you to identify the 5 most critical costs. - Add-On (Included in Premium)

Payment Method We Accept:

[email protected]

Maintaining your fixed asset register. - A fixed asset register is an accounting method used for major assets (i.e., cars, equipment, & machinery) - Add-On (Included in Premium Package)

Precision bookkeeping with accruals & prepayments - Accural Adjustment & Prepayment Adjustments - Add On (Included in Premium Package)

$350 $700

$100 $4004

2

1$550 $550

Invoice No : 0045321

Invoice Date : 01/26/2017

TOTAL DUE : $413.88

INVOICE

Invoice To

paypal

2500 City West Boulevard,

Suite 300, Houston, TX 77042

Address: Linkedin ProFinderRamon R. Grado, Jr.1701 Tremont AveFort Worth, TX 76107-3953

Tel +866-437-7769

Fax +866-381-2198

www.accruebookkeeping.com

ITEM DESCRIPTION UNIT PRICE QUANTITY TOTAL PRICE

Subtotal : $350.00

Tax (8.25%) : $28.88

Hardware Fee (10%) : $35.00

Total Amount : $413.88

CASH ACH PAYMENTSBank:.Account No: _____________Routing No: _____________

Project ManagerTHANK YOUR FOR YOUR BUSINESS

Terms: Payment terms are based on a 30 days forward looking cycle billed over a 13 month period. All bookkeping & payroll contracts are adjusted every 90 days based on historical data and add-ons. If there are additional costs for equipment or supplies they will be listed out seperately within the engagement letter. Cancel any time.

business bookkeeping€¦ · the proposal for bookkeeping, payroll & tax services if you are...

Documents