Client Welcome Packet

(978) 967-5531

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)


File/match digital receipts

Check bank balances


Log/categorize payments

Log/categorize business expenses

Manage timesheets

Invoice clients

Run payroll


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


Run and review P&L

Compare to previous

Manage tax payments withdrawn by the state

Check in on goals set


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 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.


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

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