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Name
Address
Your company website
Please add your entity type
Accounting Software
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.
Merchant Provider – E-Commerce
Include ALL bank accounts, that require reconciling / balances
Include ALL accounts, that require reconciling / balances
Estimated budget for the services you are requesting
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.
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.
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.