(978) 967-5531
organizedadvantage.com
Client Welcome Packet
Just a few important things to get out of the way so we can get right to work!
Time tracking
I am a Certified QuickBooks ProAdvisor, using their platform I am able to track all projects I work on efficiently, allowing my time to be spent focusing on your books and or any administrative tasks at hand.
Services Offered
Ghost writing
Blog posts for content platforms and social media outlets
Creating, editing and proofreading blog posts
Setting up and creation of schedule for social media content calendar
Online customer review management
Email Management
Message redirection
Canned response creation
Linking tasks to email
Email scheduling/calendar maintenance
Set up of reminder replies
Email tracking
Administrative tasks
Creating checklists and presentations
Spreadsheet creation and management
Appointment setting and Google calendar management
Bookkeeping tasks (QBO):
- Transaction matching/reclassification on a daily/weekly basis
- Monitor bank feeds in QBO
- Invoice creation
- Follow up, reminder email generation for invoices past due
- Payroll services
- Account reconciliation monthly
- Produce monthly P&L, Balance sheet and Cash Flow Statements
Bookkeeping (In Depth)
Daily:
File/match digital receipts
Check bank balances
Weekly:
Log/categorize payments
Log/categorize business expenses
Manage timesheets
Invoice clients
Run payroll
Monthly:
Reconcile all accounts
Run and review P&L
Compare P&L to previous months
Review business budgets as needed
Calculate sales tax collected (if applicable)
Check for any personal expenses in business accounts
Send invoice reminders (set by owner, 30 day, 45 day, 60 day)
Update any rules assigned in QBO or any split expense categories
Quarterly:
Run and review P&L
Compare to previous
Manage tax payments withdrawn by the state
Check in on goals set
Annual:
Close out QBO and provide information for tax returns directly to ProTax Connect or via CSV file
Payments and Pricing
Hourly rate $25
Package Pricing:
10 hours for $250 (billed monthly, or until hours are exhausted)
20 hours for $425 (billed monthly, or until hours are exhausted)
Hourly rates are best for those who need projects completed on an irregular basis.
Package pricing is best for those who will need re-occurring projects, such as payroll, invoicing and transaction entry. Two tiers of hours offered, customization available.
(Simple bookkeeping tasks for smaller businesses can often be completed with the ten-hour pricing package billed monthly, however there are exceptions. Anything in addition will be discussed with the client prior to increasing or decreasing fees.)
Digital Policy
Cash, check, Venmo and CashApp are all acceptable forms of payment. Once a 50% deposit is received hourly or monthly work will commence due to the digital nature of work provided. Final 50% of total is due immediately upon completion.
Specifics
Specifics of your company and policies you wish to employ will be discussed thoroughly via email or phone call to ensure all needs are being met. Short questionnaire is required in order to secure a productive work flow.
Documents will be requested and shared using QBO My Accountant forum, via email and text message as necessary.
Contract
Acceptance of this packet initiates an agreement to abide by client/assistant expectations and content provided there in.
Payments are expected to be timely and work provided will be accurate and efficient.
Changes to agreement shall be obtained in writing within 14 days of request.
Client Signature
Assistant Signature
Organized Advantage 