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QuickBooks Advisor Services

Basic Service Fee Schedule*


We offer a free conference to discuss the needs of your business. You will receive recommendations customized for your business and a quote for the services that you have selected.

Following is our fee schedule for basic services:

Data File Setup

Installation and setup company preferences
$150.00
Chart of Accounts
  $ 80.00
Accounts Receivable & Accounts Payable
 $ 80.00
Payroll & Employees
 $ 80.00
Inventory
 $ 80.00

The above includes setup of (up to 15 each) Customers/Vendors/Employees.

Training & Support Services

You can receive training, tailored for your business, in any of the features of QuickBooks. These features include:

Accounts Receivable, Billing, and Sales Tax
Accounts Payable & Printing Checks   
Payroll  
Bank Account Reconciliation 
Credit Card Account Reconciliation 

You can also receive support for your accounting software from our QuickBooks Advisors. We offer local support solutions and can respond promptly to your needs.

You can choose how to receive support services:

At your office
At our office
Via telephone, fax or email
Via our remote technology

Training and Support Services are available for our fee of $80 per hour.

Monitoring and Maintenance Services

These services involve regular (monthly or quarterly) analysis of your QuickBooks data. You receive a maintenance routine customized for your business. You choose the functions to be included in your maintenance plan, as well as the frequency.

Following are common monitoring & maintenance procedures:

Data review to identify incorrect postings & misclassifications
Review of data file setup of vendors/customers/employees
Bank account reconciliation
   
Reconcile customer account problems
Reconcile vendor account problems
Reconcile loan account balances
   
Credit card account reconciliation
Sales tax account reconciliation
Payroll tax account reconciliation
Maintain customized information reports

You will receive a fee quote for the plan that you choose. This fee will be fixed for the period that is agreed upon. The amount of the fee will be based upon the number of procedures that you choose and the volume of your data.

Hardware, printing, networking & troubleshooting

Consider Reynolds Computer Services, Inc. for these needs, as well as for local computer training, upgrades & maintenance.

Call us to schedule a free analysis of how we can serve you.

* Applicable to clients in our service area.


   
 
k.w. Hoopes & Associates, inc.
106 North Main Street Minerva, Ohio 44657
Phone: 330/868-1140 Fax: 330/868-5646
e-mail: kwhcpa@raex.com
 

Home | Our Professional Staff | Tax Services | Financial Services
Business Services | Bookkeeping Services | Financial Statements | Payroll Services
Software Support | College Planning | Estate & Gift Planning | Our Other Services
Business Forms | Calculators | Recordkeeping |
Our Fees | Links of Interest