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New Software: Bookkeepers Quote™ Lisa Patrick

Bookkeeping Quotes - How to Communicate Clearly! Lisa Patrick

Bookkeeping is not so different than going to the mechanic. You know you need some service work but you have no idea on how much or what it is they do.
 
We have been using a method for quoting fees for several years now that asks the client to provide some basic information.  It's a standard billing process that utilizes a code and a standard time or flat rate for the different facets of a bookkeeping file.
 
Just to name some of the different services we have to provide as a bookkeeping to complete a clients records efficiently.
 
Contacts to: government, account receivable etc…
Completion of Government forms like remittances for payroll, taxes etc.
Bookkeeping input by matching every journal entry or condensing the journal entries.
Photocopying, backing up the data file, organizing the filing system, printing of reports…
Year end examination for confirmation on the accuracy of the information.

You can go to our free tools and download our free product, and have a look at our sample of some of the codes that we use.  You can look forward to an online quoting software that will complete the quote for you.  Coming Very Soon!

 


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