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Accounting Services Form

   Company Name
   Submitted By and your title
   Email (Required)  /      Date Submitted

Select from the following service list & I will provide a quote or estimate for the services required & answer any questions you may have.


OUTSOURCED ACCOUNTING SERVICES:

Estimated Number of Transactions/month
Checks 
Billing Invoices  
Vendor Invoices 
No of Employees 


TRADITIONAL ACCOUNTING SERVICES
:
(Billing based on time required)

Data (source documents of your businesses transactions) is submitted by your choice of methods:

BOOKKEEPING
    Select Frequency :
       Record journals (Check Register, Deposits, Etc)
       Assist with/Generate Journal Entries
       Post general ledgers
       Post other ledgers
       Reconcile bank statements
       Maintain payroll earnings record
       Prepare payroll tax reports
       Prepare W-2's / 1099's
  Special Projects    Please specify.

FINANCIAL STATEMENTS
    Select Frequency :
       Compiled financial statements
              With notes
       Reviewed financial statements
              With notes
       Proforma financial statements
       Personal financial statements
       Special purpose statements

OTHER ACCOUNTING SERVICES (Specify)
       Business consultation
       Management consultation
       New business set up consultation
       Set up or revise accounting systems
       Accounting assistance
       Written business plans

Please enter any other services required or questions related to any of these services



If you have read and understood the "Engagement Letter", click on the Submit Button.

     


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