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Name
*
First
Last
Phone
*
Provide contact email
*
Address
*
Address Line 1
Address Line 2
City
— Select state —
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
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Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
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Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Organization / Company Name
*
Website / URL
Your company website
Entity Type
*
Sole Prop
LLC
C. Corp (or) S. Corp
Non-Profit
Please add your entity type
When are you seeking to begin services
*
7 days
10 days
30 days
Accounting Software
*
QuickBooks Online
QuickBooks Desktop
Quickbooks Desktop. We require (247 un interrupted remote access. (+) additional $50.00 per. mos cost to use our remote access tool (if applicable)
Services requested. Choose all that apply.
*
Full Service Bookkeeping
Non-Profit Accounting
Invoice A/P Bill Entry
Enter transactions on CASH basis
Place bills(check in que) Bank Bill Pay
Class and / or Location tracking
Bank Reconcillation (bank statement)
Credit Card Reconcilation (card statement)
Payroll Processing (Process ONLY!)
Payroll Tax monthly / Quarterly Annual Tax Filing
Employee Onboarding/Profile Set Up
1099 vendor reporting (annually)
Project job costing (Requires Plus or Advanced)
Sales Use Tax Reporting
COA/GL (Chart of Accounts Organization)
Reconcile P&L (Verify, Rev & Exp to G/L)
Reconcile Balance Sheet (Verify Loans, Liabilities, Assets)
Billable Hours recording
Merchant Provider – E-Commerce
*
Stripe
PayPal
Authorize.net (or) Clover
Square One – Squarespace
Lightspeed
Intuit – Quickbooks
Chase payments
Shopify
Amazon
Wix
web.com
Go-Daddy
WordPress
Etsy
Other (or) None
Will you provide (banking, Credit Card, Merchant access)
*
YES
NO
Number of Business Bank Accounts
*
1
2
2
4
5
6
7
8
9
10
Include ALL bank accounts, that require reconciling / balances
Number of Business Credit Card Accounts
*
1
2
2
4
5
6
7
8
9
10
Include ALL accounts, that require reconciling / balances
What is your estimated Monthly Budget
*
$250.00 – $350.00
$351.00-$500.00
$501.00- $1000.00
$1,001.00 +
Estimated budget for the services you are requesting
Authorize QuickBooks Online Accountant Access.
*
YES I will provide accountant access
We CAN NOT provide a quote unless we have been provided ACCOUNTANT ACCESS Inviting an Accountant: Access the “Manage Users” section: Log into your QuickBooks Online account and navigate to the gear icon (Settings) and then select “Manage Users”. Go to the “Accountants” tab: This tab is where you manage accountant access. Enter the accountant’s information: Provide the accountant’s first name, last name, and email address. (Rezella McDonald –
re
*****
@
******************
ng.com
) Send the invitation: Click the “Invite” button to send the invitation to the accountant. The accountant will receive an email and and can ACCEPT the invitation.
Credit that E-Commerce
How we bill
*
Terms of Billing if retained
FLAT FEE / PER EA. MONTH: The consumer will pay a flat / fee for the designated scope of services requested. The monthly service fee will not change (unless) consumers request additional services not listed or agreed to. Per ea. individual month. (definition) we will charge for each individual month of financials we complete. (example) If we are retained in December of 1999 and consumer requests, we start reconciling for the month of January 1999. We will charge consumer for each month we cleanup and reconcile January-December 1999. Your monthly fixed flat rate x 12. Consumer has read and understand the billing terms. The consumer is billed in advance of each month services are provided.
Confidentiality Agreement
*
We consent to nondisclosure / confidentiality
Mcdonald Bookkeeping Services agrees to NOT share, the contents of consumer financial or business information in any form. McDonald Bookkeeping Services understands the importance of keeping your financials secure and safe. We have built a private server and utilize it when accessing your financial banking portals and Quickbooks.
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