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For example, if the business is just starting up, mention you are excited to help them set off on the right foot. The letter should include several specifics about the client’s business, so it doesn’t read like a form letter. You should mention how excited you are to win their business. The letter should include the reasons you and your firm are the best fit for servicing their bookkeeping needs. Your proposal should start with a personalized letter selling your services to a prospective client. What to Include in Your Proposal to Win New Clients Personalized Any changes to the agreement must be in writing and accepted by both parties.īookkeeping Service Start Date: (insert date here) Acceptanceīy signing below, you are accepting the terms and conditions outlined above. Any significant change to the number of accounts, employees, or transactions may result in an earlier reevaluation of our monthly fee.įor services rendered outside of the items outlined above, we will bill at our standard hourly rate, which is listed above. The ongoing monthly fee includes the services listed above for the next 12 months. This stage also includes payroll setup, assistance registering with taxing authorities, and meetings as necessary. We will also review initial expenditures outside of the business accounts to ensure all start-up expenses are properly categorized.

The initial setup includes the preparation of your general ledger and a review of expense accounts.
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Payroll processing for up to 15 employees, including direct deposit of paychecks and manual checks when necessary.Initial setup of your general ledger and recording of your start-up expenses, including build-out for the restaurant.Included in our initial proposal are the following services: We would welcome the opportunity to help you grow your business! Thank you for the opportunity to bid on your bookkeeping work. We will use online access to your QuickBooks file and receive your bank statements directly from the bank. We want this process to be seamless and stress-free for you. We will be updating your books on a weekly basis, running your payroll, preparing sales tax returns, and providing quarterly financial statements.
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Our goal is to manage your bookkeeping so you can free up your time to manage your business.

While you are running your business, we’ll be setting up your books and ensuring your records are kept up to date. You’ve found a great location for your new restaurant, and I’m sure your decade of restaurant management experience means you will find success. It was so nice meeting with you last week to discuss your new business venture. You can also find a standalone copy of the sample proposal here.
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Resident Bean Ninjas E-commerce accounting expert Wayne Richard shared his tips on how to get started with automated Amazon accounting in a recent article for Intuitive Accountant, titled “An intro to A2X and How FBA Sellers and Accounting Firms Can Automate Their Processes”.Below is a sample template. When the settlement payments from Amazon appear in your bank account, you can easily reconcile with the A2X settlement postings.” You can select the ledger accounts and tax rates that apply to each type of Amazon transaction. “A2X generates invoices or journals from each settlement and posts them to your cloud accounting system, either automatically or at your command. Reconcile Amazon settlements down to the cent every time you get paid”.
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What if you could remove the tedious work of manually reconciling marketplace sales, fees, cost of goods, and inventory tracking?Ī2X works by syncing your Amazon Seller Central account with your accounting software like Quickbooks or Xero.Īs per their website, A2X will “automatically fetch your latest Amazon settlement transactions, and post summarized transactions to your accounting system. With the way that Amazon handles settlements, this means you have to go line-by-line to match sales, fees, taxes, etc with your chart of accounts. If you have ever spent time manually reconciling individual sales within Amazon Seller Central, then you know how time-consuming and inefficient this process can be. Considering getting started with A2X for your Amazon bookkeeping?
