Forgey Bookkeeping and Tax Service

Proposal for Project:

QuickBooks Set up for Small Business

Hello.  My name is Richard Forgey and I am pleased to submit the following proposal for your bookkeeping needs.  My company serves various business needs from bookkeeping to strategic planning.  I work with a select group of business professionals that specialize in various business disciplines.  My business module is structured to utilize my business alliances in order to meet the growing needs of my clients.  Please refer to our web site for further information, www.forgeybookkeeping.com as needed.

My personal work history includes 5 years of accounting and business operation experience, mainly within the service industry.  Please review my posted career profile for specifics on my professional experience.

Please note the following facts about my skills, relevant to your business needs:

q       My experience includes over 3 years of working with QuickBooks set-up and daily operation.

q       My experience includes budgeting and financial preparation for several divisions within one company.

q       I am a registered tax preparer with the IRS.

q       I have a professional version of QuickBooks, which allows me the ability to view your files remotely, regardless of your QuickBooks version.

q       References are available, upon request.

Your initial and ongoing investment in securing your business finances can be as follows.  Apart from the initial setup investment, I can provide you with monthly financial services equal to that of a complete financial department.

q       QuickBooks Setup - $350.00/one time setup fee

ü      Create QuickBooks company file

ü      Setup accounting for each online cost center

ü      Enter all relevant transactions

ü      Prepare appropriate financial statements, per cost center and accumulative

q       Monthly Financial Services - $280.00/month

ü      Enter all monthly transactions, per cost center

ü      Provide profit and loss reporting for each cost center

ü      Review and provide recommendations on business operation finances

ü      Prepare information for tax preparation

Thank you for the opportunity to serve your business needs.  Please keep in mind that as your business grows, Forgey Bookkeeping and Tax Service can work with you in securing additional success in the key areas of business.

Richard Forgey

Forgey Bookkeeping and Tax Service

rich@forgeybookkeeping.com